Preferred Trust is a reputable financial institution serving clients across the U.S. for over 15 years. It is a fully licensed, regulated, and audited company that acts as both an administrator and custodian of self-directed IRAs. Since its founding in 2007, Preferred Trust has custodied over $3.4 billion in alternative assets and helped thousands of clients diversify their retirement portfolios beyond traditional investments. The company focuses on providing excellent service and education about alternative investments, allowing individuals to grow their wealth, limit tax liability, and reach their retirement goals through personalized investing options. Customers have praised the helpful, patient, and knowledgeable staff who handle inquiries efficiently and are dedicated to assisting clients promptly. Whether resolving login issues, answering questions, or guiding clients through application steps, Preferred Trust staff are recognized for their professionalism and commitment to a positive customer experience. The company’s reliable service and expertise make it a trusted partner in retirement planning.
I have opened my SDIRA accounts with Preferred Trust for a few years. I have left a message today and got a call back from Alexandria quickly. She is very friendly and efficient, I was able to get the answer for my questions, and also received the form needed for the matter in a few minutes. Great company with great... read full comment
October 2024
I have had nothing but a great experience with PTC. Have used them for my self directed IRA for 10+ years now.
October 2024
Alexandria helped me out concerning my password. She was very patient and helpful.
