Video 2: The Self Directed Formula
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The Self Directed Formula
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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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