Explore a selection of investment sponsors that our clients have successfully partnered with. If you’re seeking to diversify your portfolio, this list provides valuable options.
Before investing with any company complete your due diligence process and thoroughly examine the company and the product to make sure that their investment is in line with your goals and risk tolerance.
Not all precious metals dealers are created equal. The companies listed below have a proven track record with our clients in providing superior customer service, reasonable pricing, and delivery of metals in less than thirty days. It is up to you as the IRA account owner to perform your due diligence and research the companies you are considering working with to purchase precious metals as an investment in your IRA.
Below are a few of the investment sponsors or products that our clients invest in as diversification in natural resources.
Below are a few of the investment advisors that our clients work with.
Type: Independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management.
Established Date: 2001
Type: Founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service.
Established Date: 2011
Type: A registered investment adviser offering advisory services in the states of California and Florida and in other jurisdictions.
Established Date: 1977
Preferred Trust does not provide tax or legal advice. We strongly recommend you seek professional advice from a legal, accounting, and/or tax professional prior to making any investment decision. Selection of the investments listed on our website and the performance of those investments are the sole responsibility of the investor and not Preferred Trust.
© 2024 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
