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.
Type: Alternative Real Estate Investment Provider
Accreditation: Accredited
Established Date: 2008
Type: Alternative investment firm focused on multiple asset classes
Accreditation: Accredited
Union Capital Partners has over 25 years combined in real estate investment and development. Union is currently constructing 219 Built to Rent townhome units and have completed well over $100mm in real estate transactions in the past 6 years. Union’s Leadership team consists of real estate, accounting, and legal experts with many years’ experience with real estate investment. Union’s General Contracting partners has built well over 5,000 of these same townhome units over the past 8 years.
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.
Strategic Wealth Preservation (SWP) is proud to be an approved storage provider for precious metals held within Self-Directed Individual Retirement Accounts (IRAs) for American investors. Whether you choose to store your metals with SWP domestically in Texas or Delaware, or offshore in the Cayman Islands, you can rest assured that your assets will be 100% allocated, segregated, and fully insured in a Class III UL-rated vault, ensuring the highest level of security.
As a respected precious metals dealer and secure storage provider, SWP specializes in acquiring and safeguarding precious metals for individuals, businesses, trusts, and family offices.
Recognized as a trusted industry leader, SWP holds membership in the London Bullion Market Association, the Singapore Bullion Market Association, the International Precious Metals Institute, and the Industry Council for Tangible Assets—demonstrating our unwavering commitment to excellence, integrity, and investor security.
Type: International Precious Metals Dealer and Storage Provider
Established Date: 2014
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.
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