Preferred Trust Company is a licensed retail trust custodian in Nevada specializing in self-directed IRAs to build retirement wealth through diversification and control. Preferred Trust facilitates both custodial and administrator roles as a licensed trust company. Their top priority is providing outstanding service to their clients nationwide. Customer service starts with educating individuals and small businesses on the available investment options to maximize their IRA.

Formed in 2007, their mission remains the same: Provide individuals the opportunity to break down the barriers of traditional investing in an IRA. They endeavor to educate clients 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.

* Use the Preferred Trust Fee Calculator (click button below) to calculate your estimated fees based on the company's published fee schedule. This is a useful tool when comparing different custodians based on your cost to use them. Please note, if you have never before used a self-directed IRA custodian or administrator to administer your account, the fees will be different than most broker dealers that provide transactional services for stocks, bonds, and mutual funds.

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Process for setting up a new account:

New clients must complete an application for the type of account they would like to open. Applications can be completed electronically through their online account set-up option or they can complete a PDF of the application and mail the application to Preferred Trust. Additional information can be located on their website or by calling their Toll Free number.

Process for adding a new asset to client account:

Clients should contact their Client Investment Department for specific details regarding the necessary steps to invest depending on the asset type. An Investment Authorization and Direction form is required for all investments along with supporting documents specifically related to the asset type. More information can be obtained via their website.

Procedures in place to protect client information:

Preferred Trust Company follows internal policies and procedures that are in line with the Federal BSA (Bank Secrecy Act), AML Program (Anti-Money Laundering), and Customer Identification Program (as a part of the USA Patriot Act). The Company utilizes specific security software and technology to protect client information.

Procedures for annual valuations: 

Valuations are are required to be submitted to Preferred Trust Company on an annual basis by December 31 of the current tax year. The Fair Market Valuation form can be downloaded from their website.

Procedures for when an investment is suspected to be or is found to be fraudulent:

Local, state, and federal authorities are notified immediately and a SAR (Suspicious Activity Report) is filed.

• Carrie Cook, CEO

• Christina Trembly, Director of Operations

• Lori Agar, Controller

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Glassdoor Ratings: (How company rates as an employer)

The Self Direct Your Retirement Transparency Index is a metric we have developed to indicate how transparent self-directed IRA custodians and administrators are about their company. We value transparency as an ideal trait from a company that is providing custody or administration of your retirement accounts. It shows that the company has nothing to hide about their activities. You should consider this when you are making your choice.

The Self Direct Your Retirement Transparency Index is split into two parts. The first part is whether they voluntarily provided this information to us or whether we had to find this data on our own. Companies that provided us with the data were given the "company certified seal". If they did not participate, the seal does not show up in their profile. All companies were given a chance to participate. The second part of the index is how transparent the companies were in providing us with this information. A higher transparency number indicates a more transparent company. A number above 80% is ideal. There may be legitimate reasons companies do not want to share certain information, but you should consider this when making your decision.

Below the seal, we have listed the last time the company provided us with information. As long as the company has the certified seal, the information should be considered up-to-date. We contact the company periodically to ensure the information is accurate. If the company chooses not to verify the information, then we remove the seal. Transparency is only one factor you should consider when choosing a self directed IRA custodian or administrator.

Visit the Self-Directed IRA custodian & administrator comparison page to see how Preferred Trust Company compares to its peers.

We asked Preferred Trust Company to provide their individual insight into the following questions. This section is a bit more personal. The idea is that it will give you more insight into the company you are considering to provide custody of your investments. 

Company's view of important of the following items (ranked in order of importance)

1. Transparency - Providing clients with transparent information
2. Legitimacy - Prevention of fraudulent investments and schemes
3. Visibility - Creating greater visibility about self-directed IRAs to investors
4. Coordination - Coordinating with other custodians, administrators, and professionals

Other relevant information: 

N/A

Preferred Trust Company has a high level of transparency. This is exactly what we look for in a custodian or administrator. Without this high level of transparency, we would not have access to the information we would need to make the best decision possible.

Looking for companies with this high level of transparency is only the first step in the process of finding a suitable self-directed IRA custodian or administrator. With this information, you can make a determination about whether Preferred Trust Company is the best choice for your retirement investing needs. 

Please use our Self Directed IRA Custodian & Administrator Comparison Tool to help you assess whether Preferred Trust Company is the right choice for you.

One of the biggest areas of frustration we see from self-directed IRA investors is when they realize they have chosen the wrong self-directed IRA custodian or administrator. Choose your Self-Directed IRA custodian or administrator wisely. If you put the time in now to find the right company, you will save time, money, and aggravation later. Read our Choosing a Self-Directed IRA Custodian report for more information.

Next Steps... Once you have located your ideal Self-Directed IRA Custodian or Administrator, you will be on your way to self-directing your retirement. If you decide that this process seems too complex and you need assistance or financial advice, feel free to contact us. Our wealth management firm specializes in providing financial advice pertaining to alternative investments held in self-directed IRAs and 401ks. We are fiduciaries and provide unbiased advice. Contact us if you want to learn more about our services.