When investing through a self-directed IRA at Provident, you get dedicated support every step of the way.
Eligible operations and customer service associates holding the nationally recognized Certified IRA Professional (CIP) designation.
Client satisfaction, YTD as of November 2022. Our satisfaction rating is pulled directly from our clients, who rate us based on each interaction.
Number of consecutive quarters our Net Promoter Score (NPS)—the “gold standard” customer experience metric—has surpassed the financial industry average.
It’s our people that make us stand out.
Get to know your Provident leadership team.
“We are honored that our clients seek out Provident’s technology, associates, and expertise when implementing their asset diversification strategies and working toward their retirement savings plans.”
“Self-directed IRAs can be intimidating. Our job as your custodian is to make this process as seamless as possible while giving you the tools to efficiently direct your retirement funds.”
“Saving for retirement can be a daunting task. Our goal is to help each client save for their future as smoothly as possible. We put our focus in people, delivery a quality experience, and we hold our associates to the highest standards.”
“Our goal is to anticipate questions and obstacles clients may have, to ensure a seamless overall experience. We strive to instill trust with our clients as we assist them in navigating their personal retirement savings goals.”
“The ultimate test of a great team is results. Execution with a sense of urgency and a focus on results is core to our culture. We’re motivated to deliver results for our clients—they’re our greatest asset!”
VIP Services Manager
“Our team gets to help clients achieve their retirement dreams and assist with the day-to-day reality of managing their accounts. It is incredibly rewarding to know that we get to be a part of their lives in such an impactful way.”
“Great company to deal with. They make managing my self-directed IRA easy. I highly recommend them. ”
“I’ve been using Provident Trust for the last 7 years and I have appreciated their web portal and customer service.”
“The set up is easy, fees are clearly communicated and are less than other custodians. The transfer process is handed professionally and after years of experience with Provident and so many clients in involved there, I have not had ANY complaints. I handle the transfers, several a week, for my clients, and Provident is very straightforward and professional in their processes.”
“So far they have performed in a top-shelf way. I have already recommended them to several other fund managers and real estate investors.”
“I have nothing but good things to say. I always get to talk to a live person and they always stay on the phone until whatever questions I have are answered and any issues are resolved.”
“I found Provident to be competent, with excellent follow-up and care; this on a transaction that had a few ‘moving parts.’ Thank you Provident Trust Group.”
Wherever you want to be, we can help you get there.
Learn more about how we always put you first.