About Us
Preferred Trust Company, LLC (Preferred Trust) provides clients with the opportunity to self-direct their Individual Retirement Account (IRA) to invest in a variety of investment vehicles, including non-publicly traded assets. By expanding the clients' investment possibilities, Preferred Trust dispels the popular notion that bank CDs or the stock market are the only investment options for an IRA. In fact, many of Preferred Trust's accountholders prefer to invest in non-traditional products, such as real estate investments. It is our unwavering commitment to be the preferred IRA custodian by offering clients the flexibility to select investments that complement their investment portfolio, providing timely funding of investments, and creating unparalleled customer satisfaction.
When you choose Preferred Trust, you'll work with experts whose primary focus is to ensure your success. If you have questions regarding real estate laws in your area, or you need a transaction done quickly, make Preferred Trust your first choice to service your self-directed IRA account needs. With more than 30 years of combined experience in the custodian service industry it is our unwavering commitment to be the preferred IRA custodian by offering clients the flexibility to select investments that complement their investment portfolio, providing timely funding of investments, and maintaining some of the lowest fees in the industry. Most importantly, customer satisfaction is our top priority.
Work with experienced professionals with hands-on experience in self-directed investing. This level of experience allows us to provide you or your company with educational seminars and classes on self-directing assets to ensure that you are empowered to invest in what you want. Preferred Trust shows individuals and small businesses how to take advantage of self-directed IRAs and real estate IRAs.
Clients will experience the following differences when choosing Preferred Trust as their custodian:
- Easy and convenience of establishing an account with electronic or paper forms
- 24/7 web access to IRA holdings and transaction statements
- Flexibility to select investments to complement an investment portfolio
- Timely funding of investments
- Flexible fee structure to meet all of your investment objectives
- Educational library on self-directed IRAs and real estate IRAs.
- Attend local seminars
