You may have a Self-Directed IRA but do you know all the alternative investment options available? Preferred Trust Company created this resource page to assist account owners in becoming more knowledgable about alternative assets. The companies currently listed on the resources page are some options that our clients have engaged to help them diversify their investment portfolio. Click on the company name to view more information about the company.

As an IRA Custodian, Preferred Trust Company does not sell any investments or offer any investment, tax or legal advice. While we do not recommend any investment we do want our clients to be educated on the type of investments that a Self-Directed IRA can facilitate. We strongly recommend that the investor seek professional advice from the appropriate legal, accounting and/or tax professionals of their choice prior to making an investment decision to ensure that they fit your retirement goals.

Real Estate

Cal Pac Capital

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Cal Pac Capital – Building wealth through trust deed investments since 2001.  Cal Pac Capital is a trust deed investment company based in Newport Beach, CA.  Its three principals underwrite, structure and select 1st & 2nd trust deed investments secured by the underlying real estate as collateral.  Cal Pac Capital prides itself on a direct, common-sense approach to investment analysis using real estate fundamentals, and structures each investment specific to the needs of the transaction.  Its commitment to the fundamentals has allowed it to thrive over the last 18 years through one of the toughest of economic cycles. Cal Pac Capital’s three principals have a combined 36 years of experience in private investor funded real estate investments.

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Estate Portfolio Management, Inc.

Estate Portfolio Management, Inc.– implements a portfolio investment strategy to maximize return and reduce risk while making the benefits of an alternative asset class accessible to businesses, non-for-profit organizations, Qualified and Accredited Investors.

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Fund That Flip


Fund That Flip – Fund that Flip originates first-position bridge loans to experienced real estate developers. Investors are able to invest in individual notes in $5,000 increments, that on average offer a 9-11% annual return.

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Ignite Funding

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Ignite Funding is an alternative investment that matches quality real estate Borrowers with Investors seeking capital preservation in collateralized turn-key real estate offering diversification, double digit growth and short-term investments.

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Paradyme Funding– Paradyme has a wide range of high-quality, 1st trust deed investments that address the income-generating requirements of private investors and real estate portfolio managers alike. Our success is the direct result of brokering over $500 million of real estate since 2011. This experience has provided us with the flexibility and capacity to underwrite and service all types of trust deed investments from the simple and uncomplicated to the most sophisticated and complex.

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Pelorus Equity Group

Pelorus Equity Group, LLC is an asset-based lender that is providing senior secured term loans backed by real estate assets owned or operated by companies focused on the cannabis industry. The Pelorus team has extensive asset-backed career lending experience comprised of completing over 5,000 transactions totaling more than $1 Billion in secured real estate lending. The team couples vigorous underwriting with custom tailored loan structuring and best in-class procedures for every transaction.

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Texas Tax Sales Resource Group

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Texas Tax Sales Resource Group –  Providing real estate investments through tax sales specifically in Texas. The “resource group” is comprised of individual investors that have been investing in income producing real estate in Texas for many years.

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Precious Metal Dealers

American Bullion, Inc.

American Bullion is the very first company to successfully streamline the Gold IRA process and introduced to the industry. Our phone number says it all, 1-800-GOLD-IRA. Whatever your concerns American Bullion has the knowledge, experience, and transparency to assist you placing physical gold, silver and other precious metals into your Self-Directed IRA (Traditional, Roth or SEP IRAs, old 401(k)s, and other types of retirement accounts can be rolled over into a Self-Directed IRA, tax free and hassle free.) Above all else, we wish you all the wealth and happiness in the world. Please keep this in mind; we believe that we are the best at what we do, but we are not a legal, tax, and/or financial advisors.

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Asset Strategies International

Asset Strategies International is an innovator in alternative asset ownership, including precious metals, foreign currencies, pre-1933 U.S. gold coins, and global asset protection. ASI’s mission that you “Keep What’s Yours” is accomplished through carefully designed wealth strategies accessible to all.

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Dillon Gage

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Dillon Gage Metals has been serving precious metals dealers, financial institutions, banks and brokerage houses around the globe for 40 years.  We are authorized to purchase gold, silver, platinum, palladium and rhodium bullion directly from the world’s major mints including the United States Mint and the Royal Canadian Mint…a distinction held by very few other companies.  In addition to offering a wide selection of bullion and numismatics, we also provide bullion dealers with robust digital trading platforms and technology services.

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OneGold, LLC is the fastest, easiest and most cost effective way to buy, sell and manage vaulted gold and silver positions. OneGold was formed by APMEX, a leading industry precious metals dealer with over $10 billion in sales, and Sprott, an alternative asset manager with over $7 billion in assets under management. For IRA customers, OneGold offers a more cost effective and convenient means of managing precious metals IRA.

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PM Capital


With extensive experience in the precious metals industry, PM Capital is the premier source for buying gold and silver in the United States.  We market and distribute a variety of exclusive products ranging from gold and silver bars and rounds to rare numismatic coins.  The mission of our entire business operation is dedication to providing these valuable products directly to your doorstep.

As solid as the Granite Mountains that surround PM Capital, our Client Care, combined with our commitment to personalized service, makes PM Capital your number one trusted source for acquiring precious metals.

Building your precious metals portfolio can be a challenge, and that’s why PM Capital is here to simplify the task every step of the way.

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Priority Gold

At Priority Gold, we offer you the opportunity to invest part of your retirement savings in physical gold and silver, which is usually not available in typical IRAs that are run by brokerages. This precious metals purchase may provide you with insurance against inflation as well as broader portfolio diversification so that your savings are better protected in the event of a stock market downturn.

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Provident Metals


At Provident Metals, we deliver consistent customer satisfaction, industry leading value and state of the art security to precious metal investors in both the US and Canada. We support our investors’ goals by providing high-quality precious metals at rock-bottom prices and our helpful account representatives make purchasing safe and convenient. As investment vehicles that represent a safe-haven approach to diversification, precious metals like gold and silver are tangible, portable, and highly-liquid assets.

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Regal Assets

Regal Assets LLC aims to be every investor’s one stop shop when it comes to metals and cryptos investing. The company however specializes in helping individual investors add metals and cryptos to their investment portfolios and retirement accounts. In fact, since its foundation the company has helped thousands of Americans transfer an existing IRA, SEP, 401(k), 403(b) or TSP plan into metals and cryptos.

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Strategic Wealth Preservation

Strategic Wealth Preservation (SWP) is an offshore precious metals dealer and secure storage facility located in the Cayman Islands. We specialize in the sale and secure storage of precious metals for individuals, companies, and Individual Retirement Accounts (IRAs).

We have partnered with major US wholesalers and mints to create a highly liquid two-way market for precious metals trading within our vault. We are an approved distributor of the Royal Mint, Perth Mint and several LBMA approved refineries. We offer our clients access to a full range of pure gold, silver and platinum bullion products at premiums competitive with the US domestic market. Benefit from the advantages of holding precious metals in your self-directed IRA in the best offshore jurisdiction in the Western Hemisphere.

Phone: 1 (345) 640-2111

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St. Joseph Partners

St. Joseph Partners is an active proponent of our military, police and first responders, leading a volunteer brigade of over 100 nationwide who weekly endeavor to support and protect those who risk their lives for us.

Our investment platform is a competitively priced gold & silver dealer offering IRAs, domestic and international storage, safe installations and the full spectrum of precious metals brokerage services. We actively buy all forms of precious metals.
If you are interested in buying or selling gold or silver, compare us with other dealers – we will make your precious metals experience convenient, efficient, safe and pleasant.

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U.S. Money Reserve, Inc.

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U.S. Money Reserve, Inc. (USMR) is one of  the largest non-government retailers of precious metals. We offer full service to our clients, including, without limitation, precious metals IRAs.

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Precious Metal Depositories

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Amark Global Logistics provides services including financing, leasing, consignment, hedging and a variety of customized financial programs.

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Brink’s helps secure the precious metals supply chain from mine to end user, including: preparation of the shipment; weighing according to industry standards; preparation of documents for letter of credit; storage; and acceptance and release of shipments upon receipt of formal instructions. Brink’s also operates facilities for third party inspection and assaying. In New York, Brink’s is an authorized depository for NYMEX/Comex. In London, Brink’s is market accepted as a warehouse for the LBMA (London Bullion Market Association) as well as an approved Weigh Master. Inventory management solutions are also available at secure storage facilities worldwide.

At Brink’s, we understand how important speed of quote and service is for business customers trading in precious metals. Brink’s concentrates on a fast response in order to help customers retain their competitive advantage.

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Delaware Depository

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Delaware Depository is a Delaware limited purpose trust company that acts as a sub-custodian of precious metals bullion invested in IRAs (IRA Bullion.) In particular, Delaware Depository receives in, inspects, securely stores, ships out, and issues reports on, holdings of IRA Bullion, subject to the exclusive instructions of a self-directed IRA custodian.

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Diamond State Depository DBA International Depository Services (IDS) of Delaware


IDS of Delaware is a fully-secure, fully-insured, precious metals depository, servicing clients of all types and sizes. We specialize in segregated storage of client assets, and in Master/Sub account arrangements, both of which contribute to making us the ideal choice for storage of IRA Precious Metals.

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Idaho Armored Vaults

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Gold Silver Vault and Idaho Armored Vaults provides a full range of precious metal storage and transportation solutions along with accounting and viewing services to individuals worldwide. Idaho Armored Vaults inspects, securely vaults, and internally transfers precious metals (in bar, coin and industrial form) for its’ customers. At all times, individuals’ precious metal inventory is protected and insured with an all-risk insurance policy underwritten by Lloyd’s of London.

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Loomis International (US) Inc.

Loomis International operates high security warehouses in the world’s most important financial centers, and offers a range of attractive options for long-term, short-term and in-transit storage of precious metals. Our vaulting facilities are equipped with state of the art security technology, and your precious metals are always in safe hands and fully insured. Loomis International provides the service of handling all vault warehouse management activities including pick and pack services and secure transportation to the desired destination. Loomis Internationals New York vault facility is an authorized depository for COMEX and in London, we are qualified as a warehouse for the LBMA (London Bullion Market Association) as well as an approved Weigh Master. Personalized service is our specialty.

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Strategic Wealth Preservation

Strategic Wealth Preservation (SWP)  is an offshore precious metals dealer and secure storage facility located in the Cayman Islands. We specialize in the sale and secure storage of precious metals for individuals, companies, and Individual Retirement Accounts (IRAs).

SWP provides clients with fully allocated, segregated and insured storage of their precious metals in our Class III UL-rated vault. SWP is housed within the impressive Cayman Technology Centre (CTC), which is also home to one of the largest and most respected security companies in the Caribbean, The Security Centre Ltd., adding to SWP’s own state-of-the-art security system and providing our clients with one of the safest offshore storage locations in the world. Benefit from our fixed annual storage fee of $225 USD for IRA accounts.

Phone: 1 (345) 640-2111

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As one of the nation’s leading specialists in Digital IRA set and management, BITIRA works with a wide range of customers who wish to reap the benefits of digital currency assets inside their retirement savings portfolio. At BITIRA, we firmly believe that Americans should have access to more choice of assets available within their tax-advantaged retirement account. Therefore, one of our primary goals is to help our customers understand how digital currencies can serve as a powerful tool to achieve their unique objectives for saving for the future, while offering a simple, straightforward path to use that tools effectively.

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Onstar Worldwide - Crypto for IRA

On Star Worldwide, LLC (dba Crypto for IRA) is a subsidiary entity of American Bullion, Inc.  Whatever your questions or concerns, Crypto for IRA has the knowledge, experience, and transparency to assist your purchasing and selling digital currencies in your Self-Directed IRA (Traditonal, Roth or SEP IRAs, old 401(k)s and other typs of retirement accounts can be rolled over into a Self-Directed IRA tax free and hassle free. Above all else, we wish you all the wealth and happiness in the world. Please keep this in mind; we believe that we are the best at what we do, but we are not legal, tax, and/or financial advisors.

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Natural Resources

Eckard Enterprises, LLC

Eckard Enterprises, LLC  is a privately owned group of entities. It focuses on oil and gas, real estate, mineral rights, and midstream acquisitions. We’ve been in the oil and gas industry since 1985, and have made this our bread and butter of our operations. Eckard Enterprises, LLC has provided an avenue for our company, investors, and partners to take part in finding undervalued oil and gas assets, exploring and producing various formations and zones, and joining major oil and gas companies such as ExxonMobil/XTO, Continental, eog resources, and Ovitiv.


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SGR Energy, Inc.

SGR Energy, Inc. is a rapidly growing fuel oil blending and distribution company that has developed a proprietary, and protected blending technology platform to cost-effectively incorporate cleaner burning fuel oils and blendstocks for commercial and industrial burning. Investors are enjoying a 12% annual dividend (paid quarterly) with the opportunity for a significant return on investment as the firm continues to work toward reaching its goal of becoming a public company.


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Non-Recourse Lender

First Western Federal Savings Bank

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First Western Federal Savings Bank – We help investors leverage their current retirement plan assets to purchase real estate inside their self-directed IRA or 401(k). Since 2008, FWFSB has emerged as one of the nation’s leading non-recourse loan providers to self-directed retirement plans. Each loan request is evaluated by its own merits and our underwriting strategy is specialized to each loan. We lend on single family dwellings, apartments, commercial buildings and income-producing Ag land to investors buying or refinancing investment real estate.

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North American Savings Bank


North American Savings Bank – is America’s premier non-recourse lender.

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Titan Bank

For more than a hundred years Titan Bank has been committed to providing clients with outstanding service and powerful expertise to help them meet their financial goals. Titan Bank specializes in making small business loans and have been commended for this work by the SBA. Titan Bank’s branches are located in Palo Pinto County, TX, but has loan officers located nationwide and make loans in all 50 states.

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Property Management

Black & Cherry Real Estate Group and Property Management

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Black & Cherry Real Estate Group and Property Management – full- service real estate and property management company. Ranked among the top 3% brokerages and 1% management companies in Clark County, we offer 7% property management with NO SET UP FEES, discounted listing fees, and FREE buyer representation. Currently managing almost 2000 homes, we are proud to have won Best of Las Vegas’ Beat Management Company for 2017!

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iProperties International


iProperties International – iProperties International is a full service property management company specializing in residential management in the greater Las Vegas area to include Henderson, Summerlin, Southern Highlands and Anthem area. Whether you are a property owner looking for an experienced team to manage your investment or you are a tenant seeking a new place to call home, we have you covered.

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Equity Valuation Associates


Equity Valuation Associates – EVA provides independent valuations for Limited Partnerships, Limited Liability Companies, closely held stock and notes.

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Ridge Gate Financial, LLC


Ridge Gate Financial, LLC  Promissory Note Appraisal and Valuation Services. IRS “qualified appraiser” providing “qualified appraisals”.

Legal & Business Services

Corporate Filings, LLC

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Corporate Filings LLC operates as a national corporate services conglomerate. Our company’s main focus is comprised of acquiring, leasing, and utilizing intellectual properties (IPs) within the niche spaces of the incorporation and registered agent services industry. We specialize in digital trademark and brand use, as well as the utilization of the high-end contractors for corporate compliance, corporate filings, and registered agent services. With a vast array of IPs in our existing portfolio, Corporate Filings LLC maintains a unique and competitive position within an ever-growing market.

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Royal Legal Solutions

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Royal Legal Solutions is a law firm based in Austin, Texas that specializes in asset protection for real estate investors. We setup IRA LLCs and Business Trusts within 48 hours.

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Other Resources

Associations of reference:

Resources of reference:

  • IRS – IRS Self-Directed IRA Guidelines
  • FINRA – Financial Industry Regulatory Authority
  • MLD – Mortgage Lending Division <Nevada Division>
  • SIMPLE IRA PLAN – IRS details for SIMPLE Plans

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Resources are provided for general information and do not represent tax, legal and/or investment advice. Account usage, selection of investments and the performance of those investments are the sole responsibility of the investor and not Preferred Trust Company. Presence on our Resource page does not constitute a recommendation. 

Preferred Trust Company strongly recommends that the investor seek professional advice from appropriate legal, accounting and/or tax advisors of their own choosing prior to making investments.