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.

Open An Account Today

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.

Open An Account Today

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