$37,800,000,000
THE AMOUNT HELD IN U.S. RETIREMENT PLANS AND ACCOUNTS
Partner with us to help access qualified retirement funds for your investment
Partner with us to help access qualified retirement funds for your investment
Preferred Trust does not offer, endorse, or sell investments. What we do is open the door for investors to invest in alternative assets outside of stocks, bonds, and mutual funds, in alternative investments like the ones you offer: real estate, precious metals, digital currency, natural resources, private placements, start-up companies and others.
By partnering with Preferred Trust, you can immediately tap into another segment of capital fundraising efforts by asking one simple question to existing and future clients, “Do you have retirement funds?”. We will take it from there. With our expertise and proven track record, we ensure that the investment process is smooth and hassle free, allowing you the time to focus on your operations and investments. Allow Preferred Trust to help you unlock the potential of qualified funds and take your business to new heights.
ONE TEAM
Using one Custodian streamlines the process by providing consistent communication which makes investing through an IRA easy for your clients and easy for your staff.
REPORTING
Reporting through our partner portal allows you to always know where your clients are in the process. From completing the application to funding the investment. No more chasing the client!
FUNDING
Funds that arrive precisely when you need them. With our seamless and efficient process, you can confidently move forward with your plans, knowing the amount of funds that are available.
GROWTH
Be the hero to your clients by introducing them to the tax advantages of Self-Directed IRAs and open your doors to investors with additional capital resources.
