Expand Your Investment Opportunities
- Significant tax advantages
- Wider range of possible investments
- Build wealth and secure your future
Open an account with us now.
Who We Are
PREFERRED TRUST COMPANY, LLC (Preferred Trust) provides clients with the opportunity to self-direct their Individual Retirement Account (IRA) to invest in a variety of investment vehicles, including non-publicly traded assets. By expanding the clients’ investment possibilities, Preferred Trust dispels the popular notion that bank CDs or the stock market are the only investment options for an IRA.
Easy Online Forms
Why Choose Us
Clients will experience the following when choosing Preferred Trust as their custodian:
- Ease and convenience of establishing an account with electronic or paper forms
- 24/7 web access to IRA holdings and transaction statements
- Flexibility to select investments to compliment your investment portfolio
- Timely funding of investments
- Flexible fee structure to meet all of your investment objectives
- Educational library on self-directed IRAs and real estate IRAs
- Attend local seminars