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!
Why Self-Directed?
Diversify your portfolio out of the stock market
What Can I Invest In?
All things considered Alternative Assets
Why Self-Directed?
Diversify your portfolio out of the stock market
What Can I Invest In?
All things considered Alternative Assets
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!
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
© 2026 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 Financial Institutions Division of Nevada License No. TR10025.
