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.
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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