Investment Sponsors:
Unlock Investor Capital
Clients:
Diversify Your Retirement Portfolio
Boost Your Access To Capital
Why Partner with Us?
Access the $11.5 Trillion in IRAs
Let's Talk About Raising Capital
Don’t be left behind next year when your competitors are raising more capital than you!
Follow Our Company Partner Education Group
Stay informed with expert insights and exclusive opportunities!
New To Self-Directed IRAs?
Why Self-Directed?
Diversify your portfolio out of the stock market
What Can I Invest In?
All things considered Alternative Assets
Follow us on Social Media!
Clients:
Diversify Your Retirement Portfolio
New To Self-Directed IRAs?
Why Self-Directed?
Diversify your portfolio out of the stock market
What Can I Invest In?
All things considered Alternative Assets
Follow us on Social Media!
Investment Sponsors:
Unlock Investor Capital
Boost Your Access To Capital
Why Partner with Us?
Access the $11.5 Trillion in IRAs
Let's Talk About Raising Capital
Don’t be left behind next year when your competitors are raising more capital than you!
Follow Our Company Partner Education Group
Stay informed with expert insights and exclusive opportunities!
Benefits of Working with Preferred Trust
The one thing that investment companies are always looking for is more capital. At Preferred Trust, we understand the importance of finding reliable sources of capital to support the growth and success of your business. That’s why we offer an easy and efficient solution for businesses. By partnering with Preferred Trust, you can immediately tap into another segment of capital fundraising efforts by asking one simple question to existing and future clients, “Do you have an IRA?”. We will take it from there. Tune into new episodes each week on The Preferred Way: A Retirement Podcast.
How to listen: Apple Podcast or Spotify Channel
Help Your Clients Find the Best Custodian for Alternative Investments
Download: the Ultimate IRA Custodian Rulebook
