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.
You are so efficient and so professional. And the employees that I speak to there are always so helpful. Thanks for promoting such a great culture at Preferred Trust where the client really feels like they matter.
January 2026
Wealth advisement with a personal touch, always willing to answer questions to improve my understanding. Timely, professional, and knowledgeable.
January 2026
Thanks for investing thru IRA's a lot easier Thanks Mike
