AN ADMINISTRATOR THAT CARES
We are Thrilled to Assist You on Your Journey
Mission
Our mission is to empower our customers to self-direct their retirement assets. We accomplish this by offering innovative retirement plan solutions, ease of access, and an extraordinary customer experience.
Vision
Our vision is to change the way people invest in alternative assets. We are committed to a marketplace that provides clients with greater visibility and access to alternative assets. We are setting the standard for the non-standard.
Provident Trust Group is a self-directed administrator and passive custodian that has maintained steady growth since our establishment in 2008 while serving more than 34,000 clients and holding over $6 Billion assets under custody.
We specialize in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services. Provident Trust Group has also maintained an A+ rating with the Better Business Bureau and we are proud to be responsive, honest, and personable.
There is a world of alternative investment possibilities available outside of the traditional investment world of publicly traded assets, and we are dedicated to helping each of our clients make the most of their financial opportunities.
Want to learn more?
To learn more about who we are and what we do, download a free copy of our brochure today!
A FOUNDATION BUILT ON CORE VALUES
The heart of Provident Trust Group is built on a strong foundation of core values. Every employee strives to embody these beliefs whether at the office or in their personal lives.
People Matter
People Matter refers to the quality of people we hire, as well as the personal service delivered by our skilled associates. It is our guiding principle in our everyday interactions with clients and one another. By putting the focus on people, we have created a culture that is guided by principles, committed to high standards, operates with transparency, and welcomes diversity.
Quality First
This Core Value speaks to our emphasis on “getting it right” the first time. We believe that there’s no substitution for diligent preparation, thorough quality control, and a continued commitment to excellence. From the dedicated service our associates provide to the technology and tools we offer, delivering a quality experience is our number one goal.
Integrity Always
Here, we hold our associates to the highest ethical standards. We aim to earn and build trust with our clients and partners by delivering on our promises. After all, in a business built on relationships, maintaining a client’s confidence is essential.
Company Accolades
Over the past 10 years, we are proud to boast our achievements within the industry.
America's Best
IRA Custodian
The Trust Advisor
2015 – 2020
America's Most Advisor-Friendly Trust Companies
The Trust Advisor
2012 – 2020