Preferred Trust Revenue

About Preferred Trust

Serving clients across the US for more than 15 years, Preferred Trust is a fully licensed, regulated, and audited financial institution. Operating as both an administrator and custodian of self-directed IRAs, Preferred Trust enables individuals to direct their own retirement strategies, personalize their investing, and grow tax-protected retirement wealth through self-directed alternative investments. Focused on service excellence, alternative investment education, and building a like-minded alternative investment community, Preferred Trust has custodied over $3.4 billion in alternative assets and served thousands of clients on their retirement journeys. DISCLAIMER: PREFERRED TRUST COMPANY, LLC (“Preferred Trust”) | 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 | 702.990.7892 | www.preferredtrustcompany.com | Financial Institutions Division of Nevada License No. TR10025 Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. We use information to protect and administer records, accounts, and funds; to comply with certain laws and regulations; to help us design or improve our services; and to understand the financial needs of our customers.

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