Boost Your Access to Capital With Qualified Funds

The one thing that investment companies are always looking for is more capital. At Preferred Trust, we understand the importance of finding reliable sources of capital to support the growth and success of your business. That’s why we offer an easy and efficient solution for businesses. 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 an IRA?”. 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

Reports sent to you allow you to always know where your clients are in the process from completing the application to funding the investment. No more chasing the client!

ACCESS

Access to view your clients’ accounts, including additional funds available for investing.

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.

Let’s talk about how we can make Self-Directed IRAs work for you! Complete the form to schedule a time to discuss how Preferred Trust and Self-Directed IRAs can help boost your capital raising efforts.

“Ignite Funding clients have options for whom they can use as their Self-Directed IRA custodian, but the vast majority choose Preferred Trust – and I’m so glad they do! Not only does Preferred Trust have the experience and knowledge our clients expect, but they are the best custodian we work with when it comes to speed and efficiency. This is a tremendous value to clients, as their investments fund quickly which allows them to maximize their returns. The level of customer service the Preferred Trust team provides is also second to none, both to us as a partner, and to our clients.”

Misty Bethany
Chief Compliance Officer
Ignite Funding

“Preferred Trust has been a great partner for us to send our investors to for all of their IRA needs. They are attentive and easy to work with. They also offer some of the best customer service I’ve experienced in this industry.”
Cade Snowden
Director of Investor Relations
BV Capital