Maximize Your Investing Potential with a Self-Directed IRA

Maximize Your Investing Potential with a Self-Directed IRA

Put your retirement savings to work with an SDIRA

Excited about new investment opportunities? Considering more than publicly traded stocks and bonds? Looking for ways to diversify and get higher returns?

Unlock your full investing potential with a self-directed IRA. This powerful financial tool can help you diversify your portfolio, achieve higher returns, and maximize the power of your retirement savings. Earn tax-free or tax-deferred income from a variety of investments, including:

  • Real Estate
  • Natural Resources – Oil, Gas, Clean Energy
  • Private Equity
  • Private Lending
  • Digital Currency
  • Precious Metals
  • and More

With an SDIRA, you are in full control and your investment opportunities are virtually endless. Select your own investments, earn passive income, and enjoy the benefits of tax-free and tax-deferred returns.

Get Started in Three Easy Steps



Your Account



Your Account



Your Investment

Move one step closer to the freedom of retirement

Reach out to a SDIRA expert today.

Call Now:


Our IRA experts are available from 8am-4pm, Pacific Time

Preferred Trust

Protect your IRA’s tax-free and tax-deferred status by working with Preferred Trust Company, a licensed and regulated SDIRA Custodian.


Specializing in alternative asset IRAs, our team of experts can help you:

  • Select Traditional IRA, Roth IRA, Backdoor Roth IRAs (Individuals)
  • Select S.E.P or S.I.M.P.L.E Accounts (Business Owners)
  • Transfer or Convert Funds from Retirement Accounts
  • Rollover Funds from an Existing 401k
  • Fund Investments
  • Checkbook LLCs

What Our Clients Are Saying…

★★★★★ on Google

Audrey Hawley 

June 5 2023

Super impressed with their customer service and responsiveness. I was moving my ROTH IRA from a different custodian to PTC. Stark contrast from my the previous experience. 5 stars for all their assistance and professionalism. I’m so happy I made the change and appreciate the hand holding I needed with this big decision. I also receive emails and calls checking in with me. Thanks PTC!

★★★★★ on BBB

Jeff W 

June 1 2023

I have been a customer for 5 years. Their flexibility of self-directed options is great. I recently invested in some cryptocurrency and discovered the steps they have taken to reduce the transactional cost and saves a LOT of money compared to prior transactions! Thank you for the continuous improvement!

★★★★★ on BBB

John C 

April 1 2023

Preferred trust was very easy to work with and promptly answered any questions I had (and there were many!). I feel confident using them as they came highly regarded by St Josephs Partners, who helped me transfers funds into a precious metals account. It went smoothly and I am please to see that I am making money already!

Move one step closer to the freedom of retirement

Reach out to a SDIRA expert today.

Call Now:

About Preferred Trust

Founded in 2007, Preferred Trust enables individuals to diversify their retirement portfolios beyond publicly traded stocks and funds, empowering them to grow their wealth, limit tax liability and achieve retirement goals through individualized investing.