Download “the Ultimate IRA Custodian Rulebook”
Discover Proven Strategies to Enhance Returns, Minimize Risk, and Achieve Unmatched Growth
Check out what some of our clients have said!
“I had no problems with Preferred Trust contacts and interactions. My contact person was very polite and helpful with me and clear with their information. I would not hesitate to call on them anytime. Good people providing good assistance.“
“Preferred Trust is a phenomenal company to work with! We have been together for almost five years and their people and service are prompt, professional and trustworthy. I do not know of a better company and have no plans of leaving Preferred Trust!“
Learn How to Supercharge Your Investments without using Cash
Are you ready to elevate your private equity investments to the next level? Our comprehensive whitepaper, “The Ultimate IRA Custodian Rulebook,” is your ultimate guide to leveraging the unique advantages of Self-Directed IRAs.
Here’s what you’ll learn in this whitepaper:
Explore case studies and real-world examples showing how SDIRAs can significantly boost your investment returns.
Understand how to diversify your portfolio and reduce exposure to market volatility through strategic SDIRA investments.
Gain insights into the tax advantages of SDIRAs and ensure your investments remain fully compliant with regulatory requirements.
Follow our actionable steps to seamlessly integrate SDIRAs into your investment strategy and start seeing results immediately.
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In the competitive world of wealth management, client satisfaction is key to building a successful and sustainable practice. Our “Ultimate Guide to Maximizing Client Satisfaction in Wealth Management” provides you with actionable strategies and best practices to elevate your client relationships to new heights.
Inside this comprehensive guide, you’ll learn how to:
Packed with practical tips and real-world examples, this guide is your go-to resource for creating exceptional client experiences that set you apart from the competition.
Download the Ultimate Guide Now and Start Transforming Your Client Relationships!
The SDIRA Success Blueprint
Learn How to Tap into America’s $13.6 Trillion in IRAs for Your Investments
Diversified Investment Portfolio
Expand your retirement savings beyond traditional assets, reducing risk and increasing potential returns.
Tax-Deferred
Growth
Enjoy the power of compound interest without immediate tax implications, allowing your investments to grow faster.
Direct Control Over Investments
Make your own decisions about where to invest, ensuring your portfolio aligns with your financial goals and risk tolerance.
Access to Alternative Assets
Invest in real estate, private equity, and precious metals, providing opportunities for higher returns and better hedging against market volatility.
Potential for Tax-Free Withdrawals
With a Roth SDIRA, enjoy the benefit of tax-free income during retirement, maximizing your long-term savings.
Customizable Retirement Strategy
Tailor your investment approach to meet your specific needs, ensuring flexibility and adaptability as your financial situation evolves.
“The information I gained was priceless!”
“Premium”
Alexandria was very friendly & helpful. I can always depend on Preferred Trust to handle everything professionally. I will continue working with them as they have built up my trust. I think I’ve been with them 10 years already. This is a great company.
Cindy Lou
“Excellent”
I had no problems with Preferred Trust contacts and interactions. My contact person was very polite and helpful with me and clear with their information. I would not hesitate to call on them anytime. Good people providing good assistance.
Danny Spangler
“Superb”
Preferred Trust is a phenomenal company to work with! We have been together for almost five years and their people and service are prompt, professional and trustworthy. I do not know of a better company and have no plans of leaving Preferred Trust!
Mark Lee
“Groundbreaking”
I have been extremely satisfied with PTC since I had the privilege of doing business with them since 2014.
PTC has always meant or exceeded my expectations.
I have to give credit to all the employees of PTC
Because I have had an opportunity to work with more than just one of their employees I can’t just single out any one.
Gary H.
“Awesome”
I had a great experience at Preferred Trust on Wednesday afternoon. I called client services because I was trying to get the amount of funds in my account. I received a call back from Alysia with in 5 minutes and answered my question.
Carole Nussbaum
“Priceless”
Preferred Trust (PTC) is a self-directed IRA custodian known for having great customer service. Here is just one small example: they offer customers something many other financial institutions don’t, namely, Medallion Signatures. I strongly recommend PTC to anyone who already has an SDIRA or wants to open a new one.
Mark Bowron
I started where you are now…
Carrie is a renowned business woman, entrepreneur, and investor. Over the years, she has initiated or participated in numerous successful ventures that have generated significant revenue.
Carrie is passionate about empowering individuals to achieve their goals through alternative investments, rather than solely relying on traditional systems. This passion led her to collaborate with industry leaders to develop an intuitive and user-friendly service designed for helping companies realize their investments while sharing knowledge.
Carrie and her dedicated team recognize the value of providing tailored resources and guidance, ensuring that learners, regardless of their starting point, have the support they need to advance on their investing journey. This commitment is evident as countless individuals have chosen their platform to guide them on their path to self-directed success.
Preferred Trust Company, (“Preferred Trust”) | 6700 Via Austi Parkway | Suite 301 | Las Vegas, NV 89119 | 702.990.7892 | www.preferredtrustcompany.com| Financial Institutions Division of Nevada License No. TR10025. 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. We use information to protect and administer records, accounts, and funds; to comply with certain laws and regulations; to help us design or improve our services; and to understand the financial needs of our customers. Preferred Trust is an accredited member of the Better Business Bureau.
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