Let us prove we’re the best and we’ll waive 1st year fees!

Come experience the difference with a self-directed IRA custodian that believes you should not have to be fearful about taking the first step to transferring your qualified funds into a self-directed IRA. You can invest in something outside the volatility of the stock market that you believe will be beneficial to your long-term retirement goals. We work with clients everyday that are seeking a reliable and qualified professional in this field to guide them through this process. We know that once you experience working with Preferred Trust you will want to continue with us.


Here are a few reasons why you should consider Preferred Trust as your custodian for your IRA.

  • Safety and Security – Preferred Trust is a state regulated company.
  • Experience – 10 years of experience specializing in self-directed IRAs that hold alternative assets.
  • Strength – Thousands of clients in all 50 states with hundreds of millions in retirement assets under administration.
  • Investment Freedom – At Preferred Trust you can use your self-directed IRA to invest in real estate, private placements, notes/deed of trust, tax liens, and much more.
  • Personalized Service – All our staff members are fully trained as self-directed IRA specialists.
  • Value – Preferred Trust fees are all inclusive and clearly define what you should expect for what you are paying for.

Complete the form to be eligible to receive the Establishment and First Year Administration Fees waived.