About Preferred Trust
A specialist custodian built for alternative assets.
We’re a licensed, regulated retail trust company focused on a single discipline: making it easier for partners and investors to use retirement capital for alternative investments.
15+ Years
In Operation
48 Hours
A+ Rating
BBB Accredited Business
Company Overview
Built around one specialty — self-directed IRAs for alternative investments.
We custody self-directed retirement accounts and administer the paperwork, funding, valuations, and IRS reporting required for holding alternative assets.
As a boutique custodian, our entire team is built around one model: helping partners and investors deploy IRA capital into the assets they want to hold.
We allow investors to diversify their retirement portfolios by holding alternative assets outside of traditional stocks and bonds.
Who We Serve
Two audiences, one specialist team.
Alternative Investment Partner
Real estate sponsors, fund managers, private credit firms, and other partners whose investors want to use retirement capital. We support your investors so your team can focus on the raise.
Individual Investors
Investors who want a retirement account that holds more than stocks, bonds, mutual funds, and ETFs — and who want a custodian that understands alternative assets.
What Makes Us Different
A custodian that works for you.
Speed of funding
A 48-hour funding commitment versus the industry standard measured in weeks.
Specialist team
Every team member works on self-directed IRAs and alternative investments.
Predictable fees
A published, predictable fee schedule with no surprise transaction costs.
Sponsor support
Direct lines of communication with partners and their compliance teams.
Modern operations
Streamlined two-page investment forms and same-day funds posting.
Established track record
More than 15 years and $606M+ in active assets under specialist custody.
Compliance & Regulation
A regulated trust company, operating as a self-directed custodian.
Chartered trust company
Preferred Trust operates under the Nevada revised statute 669 and applicable bank and IRS regulations. (License #TR10025)
Self-directed custodian model
We do not sell investments or provide investment, tax, or legal advice. Account holders direct their own investments and consult their own qualified professionals.
Leadership
The team behind Preferred Trust.
Misty Bethany
President and Chief Compliance Officer
Didra Reese
Operations Manager
Brock Norred
Strategic Partnership Specialist
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