ATTENTION INVESTMENT SPONSORS

Tired of Wasting
Time & Money On Leads
that Never pay off?

At Preferred Trust Company, we give investment sponsors access to investors with retirement dollars (A $13+ trillion market) through self directed IRAs without having to build new systems. Here's everything that worked for us...

Attention Investment Sponsors!

Tired of Wasting
Time & Money On Leads
that Never pay off?

At Preferred Trust Company, we give investment sponsors access
to investors with retirement dollars (A $13+ trillion market) through self directed IRAs
without having to build new systems. Here's everything that worked for us...

In this Masterclass
you'll walk away with:

The SDIRA Quick‑Start Toolkit: Ready‑made checklists and templates that let you onboard retirement investors in days.
Step‑by‑Step Training: Lessons that take you from SDIRA basics to advanced deal structures.

CONTRIBUTE TO YOUR BOTTOM LINE

SDIRAs, 401ks, and How to Monetize Your Leads...

 The "Starter Kit" is our first training course designed to give you and your team a crash course on self-directed IRAs and show you exactly how to harness the investing power of this overlooked segment.

In this Masterclass
you'll walk away with:

The SDIRA Quick‑Start Toolkit: Ready‑made checklists and templates that let you onboard retirement investors in days.
Step‑by‑Step Training: Lessons that take you from SDIRA basics to advanced deal structures.

Contribute To Your BOTTOM LINE

SDIRAs, 401ks, and How to Monetize Your Leads...

 The "Starter Kit" is designed to give you and your team a crash course on self-directed IRAs and show you exactly how to harness the investing power of this overlooked segment.

Don’t miss out on this opportunity to transform your investment approachSign up Today!

Take Your SD‑IRA Strategy To The Next Level!

The Level Up Masterclass:
Scale Your Capital

Wrap up the Starter Kit and you’ll earn access to our invite‑only Level Up Masterclass. That’s eight bite‑size sessions packed with accredited‑investor hacks, SDIRA funding plays, and deal‑flow tracking secrets—everything you need to become the go‑to capital‑raising expert in the room.

Stay Ahead Of The Market!

Subscription-Free Resources To
Gain an Edge Over competitors

Guide investors through strategies to maximize investor returns. Learn how to structure deals, maintain compliance, and unlock retirement capital.

Navigate alternative investments with confidence. Check out our Investment Resources Hub to see exactly how each step of our system empowers you to raise more capital.

Don’t let retirement capital slip through your fingers. Learn why thousands of top investors choose Preferred Trust to simplify self-directed IRAs and boost investor returns.

Stay Ahead Of The Market!

Subscription-Free Resources To
Gain an Edge Over competitors

Guide sponsors through SDIRA diversification strategies to maximize investor returns. Learn how to structure alternative-asset deals, maintain compliance, and unlock retirement capital.

Navigate alternative investments with confidence. Check out our Investment Resources Hub to see exactly how each step of our system empowers you to raise more capital.

Don’t let retirement capital slip through your fingers. Learn why thousands of top investors choose Preferred Trust to simplify self-directed IRAs and boost investor returns.

Client Testimonials

What Investors Are Saying

© 2025 Preferred Trust. All rights reserved. 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. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.