Preferred Trust facilitates both custodial and administrator roles as a licensed trust company. Our top priority is providing outstanding service to our clients nationwide. For us, customer service starts with educating individuals and small businesses on the available investment options to maximize their IRA. Formed in 2007, our mission remains the same: Provide individuals the opportunity to break down the barriers of traditional investing in an IRA. We endeavor to educate account owners about their ability to invest in alternative assets through their IRA to provide tax-advantage retirement growth. This wealth-building education enables clients to expand their knowledge and complete transactions with ease.
Check out PreferredTrustCompany.com for testimonials and podcasts, or check us out on social media – YouTube, Facebook, Twitter and LinkedIn.