Investment sponsors work with custodians to raise investor capital and add an additional revenue source. Custodians provide access to self-directed IRAs, which allow investors to use retirement funds for investments. Working with a custodian allows investment sponsors to tap into captured capital and ensures that funds stay within the custodian. Investment sponsors can integrate custodians into their sales pitch by asking if investors have a retirement account. Custodians like Preferred Trust offer quick processing times, transparent reporting, and excellent customer service. Investment sponsors can save their clients from paying taxes on investments by utilizing tax-sheltered retirement accounts.

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*Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.