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

7E Investments, Inc

7E Investments is a Virginia-based lending mortgage note investment firm that will source, analyze, acquire, manage, and liquidate performing and non-performing residential mortgage debt for investors.

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Coastal Capital Group LLC

Coastal Capital Group offers an open ended real estate investment fund that specializes in 1st and 2nd trust deeds on California properties. Founded in 2007 our fund has returned an average annual return of 13% that pays out monthly. In addition, as fund managers we stick to conservative guidelines that has earned us the track record of never losing a single dollar of investor monies or lost a dollar on any mortgage/trust deed in our company’s history. This fund is perfect for those looking to generate above average returns with very low risk since the investment is guaranteed by real property and the fund does not use leverage in any form to maximize capital preservation.

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Corridor Funding

Sierra Madre Fund I, LLC is a real estate investment fund that uses investor capital to originate real estate backed loans to real estate investors across Texas. The fund is managed by Corridor Funding and offers steady yields while minimizing risk by lending to qualified borrowers and funding to closing  80% – 90% of the appraised “as-is” value of the subject collateral. Corridor Funding has a perfect track record of never having lost investor principal in any of the 800+ loans funded, and also a perfect track record of investor yields.

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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

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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Yieldi, LLC

Yieldi, LLC  offers Investments backed by Real Property. All Yieldi offerings are asset based, meaning your investment is backed by validated Real Estate collateral such as a commercial or residential property. This collateral acts as principal protection in the unlikely case a borrower defaults.

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Cryptocurrency

BITIRA

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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Digital One IRA

BITCOIN DIGITAL ONE IRA is committed to provide excellent customer service to our clients. We strive to stand apart from the rest by making ourselves available for your questions, comments, and concerns.

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Strix Leviathan

The Strix Leviathan Nest Fund is a systematic investment vehicle that trades (long and short) liquid digital assets with the objective to compound investor capital over complete market cycles with better risk-adjusted returns than a buy and hold index.

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Precious Metal Dealers

Gold Alliance Capital Inc.

Gold Alliance is a precious metals dealer specializing in Precious Metals IRAs. We help clients invest in physical precious metals (mainly gold and silver) primarily via a self-directed IRA but also for direct purchase outside of a retirement account.

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Goldco Direct LLC

Have you thought about placing precious metal assets in your individual retirement account (IRA)? Many individuals, just like you, are building their nest egg with a Self-Directed IRA. At Goldco, we have helped set-up thousands of precious metals IRAs for people seeking a way to diversify and protect their retirement savings.

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Money Metals Exchange

Money Metals Exchange, LLC is a precious metals dealer specializing in low-cost bullion coins, rounds and bars. We serve the entire U.S. as one of the largest firms in our industry and we were recently recognized by Investopedia.com as “Best Overall” among gold and silver dealers. Money Metals also offers secure storage  of metals in a class III vault located in Eagle, ID, making us a one-stop shop for investors buying metals fro their self-directed IRA.

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OneGold

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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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

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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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Safeguard Metals LLC

Safeguard Metals, LLC is convinced that there has never been a better time to include physical gold and silver in your portfolio. Savvy investors acknowledge precious metals as a hedge against uncontrolled government spending and dizzying money printing by the Federal Reserve. Safeguard Metals provides a solution.

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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
Email: info@swpcayman.com

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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

Amark Global Logistics

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

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Brinks

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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

Delaware depository

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

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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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Money Metals Exchange

Money Metals Exchange, LLC is a precious metals dealer specializing in low-cost bullion coins, rounds and bars. We serve the entire U.S. as one of the largest firms in our industry and we were recently recognized by Investopedia.com as “Best Overall” among gold and silver dealers. Money Metals also offers secure storage  of metals in a class III vault located in Eagle, ID, making us a one-stop shop for investors buying metals fro their self-directed IRA.

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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
Email: info@swpcayman.com

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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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Other Alternative Investments

Yrefy

Yrefy, LLC (pronounced “why refi”) enable distressed borrowers to refinance their student loans at prime borrower rates. Borrowers who find themselves in this situation are typically paying interest rates north of 20% and in many cases are at the maximum usury laws in the state they reside. The average Yrefy borrower’s interest rate is 3.9%. The Company believes that it can lower a borrowers monthly payment by approximately 45% – 50%. Additionally, Yrefy, LLC reports the new loan and payment history to the credit agencies which may improve borrowers/co-borrowers FICO scores.

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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

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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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Valuations

Ridge Gate Financial, LLC

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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.