Expand Your Investment Opportunities

  • Significant tax advantages
  • Wider range of possible investments
  • Build wealth and secure your future
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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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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
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