• SEC Transfer Agent services
• Investor communications (written, meetings and phone contact)
• Tax processing, including 1099s, federal and state K-1s
• Electronic filing of federal and state tax returns
• Database management for investor and financial advisor information
• Commission processing and sales reporting
• Cash distribution processing including ACH and wire transfers
• EDGAR filing services
• Proxy and Consent services and processing
• Lost Investor searches
• Financial printing, fulfillment and mail services

Preferred Partnership Services, Inc. (PPSI) has the professional expertise that can offer a full range of transfer agent and administrative services to direct investment programs such as limited partnerships, real estate investment trusts, limited liability companies and privately held securities.

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Preferred Partnership Services, Inc. provides complete back office services to issuers of direct investment programs. Our dedicated team has created an environment where colleagues thrive and investors are cared for with integrity and compassion so issuers can focus on what they do best; create investment opportunities.