Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

Preferred Trust offices will be closed Wed, 6/19/24 in observance of Juneteenth

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Unlock Your Investment Potential with a Self-Directed IRA

A self-directed IRA can open the door to more than just publicly traded stocks, bonds, and mutual funds, giving investors more control and flexibility than a traditional IRA. Our podcast, PTC Point of View, is dedicated to shedding light on this powerful financial tool. Learn about the different types of self-directed IRA accounts, alternative investments, legal structures, tax advantages, and more. Tune into new episodes each week on PTC Point of View.

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Adam Uhan
January 26, 2024
Outstanding service! The team at Preferred Trust processed my initial transaction swiftly and guided me through every turn. They have continually supported me on my investment journey. Great company with great people!
Carrie Sokalski
January 26, 2024
My experience with customer service about my self directed IRA is above and beyond. Thank you for your continued patience and guidance through my learning process.
Jim Williams
January 25, 2024
Yes great experience with preferred trust very professional always guided me in the right direction looking forward to make other purchases this year again thank you very much
Rickey Herring
November 8, 2023
A great experience is how I would characterize the service I have received from Preferred Trust. Searching for the right custodian for my Self-Directed IRA was ended when I found Preferred Trust. Their professional, highly accurate, knowledgeable and friendly staff have provided me with a safe and trustworthy environment for my retirement fund.
Ernest Schmidtchen
November 1, 2023
Awesome experience. Deardra was fantastic. Took care of everything. Couldn't be happier.
Lee Ann Nelson
November 1, 2023
These folks were super supportive and knowledgeable of the process. I explained what I wanted, they laid out the plan step by step and then walked with me through those steps.

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