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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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

ignite funding & preferred trust

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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Cryptocurrency

Digital One IRA

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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Learn More About Digital One IRA on YouTube.

Precious Metal Dealers

Precious Metals are approved by the IRS as an investment option for your self-directed IRA. It is the responsibility of the IRA Account Owner to select the precious metals company from which the precious metals will be purchased. We encourage you to perform due diligence on any company you are considering using to purchase the metals.

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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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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Texas Precious Metals Depository

Texas Precious Metals Depository is a state-of-the-art underground facility located in Shiner, Texas. The facility is fully insured by Lloyd’s of London and has bulletproof doors, biometric scanners, man traps, truck traps, and 24/7/365 interior and exterior surveillance.

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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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Phoenix Capital Group

Phoenix Capital Group was founded by a team of experienced professionals with expertise in software development, engineering, and finance. Phoenix Capital is actively expanding their proprietary architecture to ensure they continue providing market leading services to clients, both investors and land owners alike.

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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

NASBlogoRegistered

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

Corporate Filings logo

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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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.