Preferred Trust Company

Specialties

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.