Self-Directed IRA Custodian
Whether you're raising capital or directing your own, we're built for both.
Preferred Trust helps alternative investment sponsors unlock IRA capital for their investors with a specialist team and a funding commitment measured in days, not weeks.
15+ Years
In Operation
48 Hours
Typical Funding Speed
A+ Rating
The Partner Opportunity
Most of your investors can invest with IRA funds. Most sponsors never ask.
Investors hold trillions in retirement accounts that can be self-directed.
Most sponsors only pitch taxable capital — leaving IRA dollars untouched.
Preferred Trust handles the custody, paperwork, and and gets you the funds quickly
Funding Commitment
48
hrs
Once paperwork is complete, we fund investments within 48 hours — versus an industry standard measured in weeks.
The Process
Getting started is easy.
01
Open your account
Complete a streamlined two-page application. We onboard accounts in days, not weeks.
02
Fund your account
Once the application is completed, transfer or roll over from an existing retirement account. Same-day posting once received.
03
Direct your investment
Choose your alternative investment. We handle the custody mechanics and fund within 48 hours.
Investment Options
Self-directed IRAs offer more investment options than most realize.
Real Estate
Direct ownership, syndications, and rental income held within your IRA.
Private Lending
Promissory notes, trust deeds, and bridge loans as an IRA asset.
Precious Metals
IRS-approved gold, silver, platinum, and palladium custody.
Digital Assets
Crypto and tokenized assets held within a self-directed IRA.
Private Equity
Direct stakes in private companies, funds, and LP interests.
Alternative Funds
Hedge funds, venture funds, and other pooled vehicles.
Frequently Asked
Common questions about self-directed IRAs.
What is a self-directed IRA?
A self-directed IRA is a retirement account that allows you to hold alternative assets — real estate, private lending, precious metals, private equity, and more — alongside traditional securities, all within the same tax-advantaged structure.
How fast can Preferred Trust fund an investment?
Once the account is funded and investment paperwork is complete, our team commits to funding within 48 hours.
Do you provide investment advice?
No. Preferred Trust is a custodian of self-directed assets. We do not offer investment, tax, or legal advice. Account holders direct their own investments.
How do partners get started?
Schedule a conversation through our Partners page. We will walk you through onboarding, investor support, and the documentation process. Click here to book an initial consultation.
Get Started
Ready to put retirement capital to work?
Whether you’re a sponsor unlocking IRA dollars or an investor directing your own retirement strategy, our specialist team is ready.