For Investment Sponsors
Make IRA investing easier for your investors
Preferred Trust helps alternative investment sponsors provide a practical path for eligible investors who want to use self-directed retirement funds. We support the account-opening, funding and investment-administration process so your team can remain focused on serving investors and operating your business.
Responsive partner support · Investor account administration · Nevada-regulated trust company
How the relationship works
The sponsor
Presents its investment and offering information to interested investors.
The investor
Evaluates the opportunity, completes their own due diligence and makes the investment decision.
Preferred Trust
Administers the self-directed retirement account and processes properly documented investor instructions.
Preferred Trust does not recommend, evaluate or endorse any investment.
The Opportunity
Give eligible investors another way to participate
An interested investor may have retirement assets available but be unsure whether those funds can be used for an alternative investment. Without a clear process, the conversation can stall.
Preferred Trust helps sponsors give investors an established next step. We guide investors through the account-opening and funding process, coordinate required documentation and administer the investment within the retirement account.
Partnership Benefits
What a Preferred Trust partnership adds.
An IRA funding path
Give eligible investors a way to explore using self-directed retirement funds without requiring your team to become retirement-account experts.
A guided investor process
Preferred Trust supports investors through account setup, transfers, rollovers, investment documentation and applicable account administration.
Better coordination
Create a more consistent process for sharing documents, responding to questions and understanding where investors are in the account and funding journey.
Dedicated partner support
Work with a team that understands alternative investments and can support your organization as investor activity grows.
Who We Work With
Built for alternative investment partnerships.
Preferred Trust works with investment sponsors and providers across a range of alternative asset categories. Each investment and partnership is subject to the applicable review and administrative requirements.
Real estate
Private credit
Private funds and placements
Precious metals
Digital assets
Energy and natural resources
Venture capital and private equity
Other eligible alternative investments
Not sure whether your offering may be a fit? Book a partnership call.
How the Partnership Works
A partnership process designed to reduce friction.
01
Understand the opportunity
Preferred Trust learns about your organization, offering, investor audience and existing investment process.
02
Establish the workflow
Our teams align on documentation, points of contact, investor instructions and the handoff between the sponsor and Preferred Trust.
03
Prepare your team
We provide appropriate educational resources and process guidance so your team knows where to direct investors with retirement-account questions.
04
Support the investor
Preferred Trust helps the investor open and fund an account and processes properly documented investment instructions.
05
Provide ongoing administration
Preferred Trust maintains the retirement account and completes applicable custody, recordkeeping, valuation and tax-reporting responsibilities.
What Partners Can Expect
Support for your team and your investors.
A partnership should do more than add a custodian’s name to your website. It should give your team a dependable process and give investors a knowledgeable place to take their retirement-account questions.
A defined sponsor and investor workflow
A knowledgeable partner-support contact
Investor account-opening and funding assistance
Coordination of investment documentation
Status visibility during the onboarding process
Educational resources for appropriate use by your team
Ongoing account administration and reporting
Support as investor volume and partnership needs evolve
Our Role
A custodian and administrator, not an investment promoter
Preferred Trust does not offer, endorse, recommend or sell investments. The investor selects the investment, conducts their own due diligence and determines whether it is appropriate for their financial circumstances.
Preferred Trust administers the self-directed retirement account, processes properly documented investment instructions and completes applicable custody and reporting responsibilities. We do not provide investment, tax or legal advice.
The sponsor
Provides information about the investment and its offering.
The investor
Evaluates the opportunity, completes due diligence and makes the investment decision.
Preferred Trust
Administers the retirement account and processes the investor’s documented instructions.
Preferred Trust Company performs the duties of a directed (passive) custodian and does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers, or service providers. As a directed custodian, Preferred Trust Company does not sell investments or provide investment, tax, or legal advice. Investors are responsible for their own investment decisions and should consult qualified professionals. Preferred Trust Company operates under the Nevada revised statute 669 and applicable bank and IRS regulations. (License #TR10025)
Partner FAQ
Questions sponsors ask us first.
Does Preferred Trust recommend our investment?
What types of organizations can partner with Preferred Trust?
What happens when an investor wants to use retirement funds?
Does our team need to understand all the IRA rules?
Can Preferred Trust guarantee how quickly an investment will be funded?
How do we begin?
Start the Conversation
Make the retirement-account process easier for your investors
Talk with Preferred Trust about creating an IRA investment process that supports your investors without adding unnecessary work for your team.