pensco.comSelf-Directed IRA & Custodian Solutions: PENSCO Trust Company

Self-Directed IRA & Custodian Solutions: PENSCO Trust Company (866) 818-4472 Search Keywords Open Account Client Login Individual Investors Individual Investors Individual Investors Before You Start How to Choose an IRA Custodian Top 5 Things You Need to Know Working With PENSCO The PENSCO Marketplace® What is The PENSCO Marketplace®? Investment Platforms Professional Directory Non-Recourse Lenders My Account Managing My Account Login Getting Started The Process Opening Your Account Funding Your Account Timelines for Funding Pre-Investment Checklists Service Fees Resources IRA Contribution Limits and Deadlines Important Dates & Deadlines Forms Videos and Media FAQs Glossary Financial Professionals Financial Professionals Financial Professionals Working With a Custodian Retirement Market Tax Implications PENSCO Alt-Nav™ Technology PENSCO Custodian Connect™ PENSCO Private Fund Custody PENSCO Co-Investment Services ESOP Transition Solutions Are You: A Financial Institution or Financial Advisor An Investment Sponsor A Fund Manager or RIA with Private Funds An Investment Platform A CPA, Attorney, or Real Estate Professional Account Login Advisor Login Pro Portal Login Resources FAQs Videos and Media B2B Directory Account Transfer Inquiry Asset Valuation ESOP Transition Solutions - Case Studies Self-Directed IRAs Self-Directed IRAs Self-Directed IRAs The Basics What is a Self-Directed IRA? What Are Alternatives? Advantages Prohibited Transactions UBTI and UDFI Tax Considerations Required Minimum Distribution (RMD) SECURE Act Investing Options Real Estate Private Equity Promissory Notes Other Asset Types Resources Videos and Media FAQs Glossary Blog FormsWhy PENSCO History Fraud Awareness Account Security and Protection Testimonials Our Team Career Opportunities PENSCO Gives Back Insights & News Blog PENSCO in the News SECURE Act CARES Act Contact Us Individual Investors Before You Start How to Choose an IRA Custodian Top 5 Things You Need to Know Working With PENSCO Getting Started The Process Opening Your Account Funding Your Account Timelines for Funding Pre-Investment Checklists Service Fees The PENSCO Marketplace® What is The PENSCO Marketplace®? Investment Platforms Professional Directory Non-Recourse Lenders Resources IRA Contribution Limits and Deadlines Important Dates & Deadlines Forms Videos and Media FAQs Glossary My Account Managing My Account Login Financial Professionals Working With a Custodian Retirement Market Tax Implications PENSCO Alt-Nav™ Technology PENSCO Custodian Connect™ PENSCO Private Fund Custody PENSCO Co-Investment Services ESOP Transition Solutions Are You: A Financial Institution or Financial Advisor An Investment Sponsor A Fund Manager or RIA with Private Funds An Investment Platform A CPA, Attorney, or Real Estate Professional Resources FAQs Videos and Media B2B Directory Account Transfer Inquiry Asset Valuation ESOP Transition Solutions - Case Studies Account Login Advisor Login Pro Portal Login Self-Directed IRAs The Basics What is a Self-Directed IRA? What Are Alternatives? Advantages Prohibited Transactions UBTI and UDFI Tax Considerations Required Minimum Distribution (RMD) SECURE Act Investing Options Real Estate Private Equity Promissory Notes Other Asset Types Resources Videos and Media FAQs Glossary Blog FormsWhy PENSCO History Fraud Awareness Account Security and Protection Testimonials Our Team Career Opportunities PENSCO Gives Back Insights & News Blog PENSCO in the News SECURE Act CARES Act Contact Us Your Self-Directed IRA. Our Expertise. Custody solutions for individuals & institutions Individual Investors What is a Self-Directed IRA? Top 5 Things You Need to Know What You Need to Get Started Learn More Financial Professionals Unlock Billions in Retirement Capital Fund Custody Services for Private Funds Extend your platform reach with Custodian Connect™ Learn More PENSCO is now Pacific Premier Trust With the completion of Pacific Premier Bancorp’s acquisition of Opus Bank, PENSCO Trust Company is now Pacific Premier Trust, a Division of Pacific Premier Bank. Learn More Enjoy the best of both worlds Invest for retirement with a PENSCO self-directed IRA. You’ll enjoy the tax benefits of an IRA plus the freedom to pursue your own investment strategy. You just need a deal and PENSCO. Once you do, you can do more with your retirement savings. Learn More Serving institutional partners James Grant, Director, Partner Management discusses how PENSCO offers our Institutional Partners and relationships the best resources for our partners exact alternative asset custody needs. Learn More Celebrating 30 years of service & success Since 1989, PENSCO has helped clients take an active role in their retirement investments, providing them with the opportunity to diversify their portfolios and grow wealth, their way. Learn More When I wanted an option to invest my retirement funds in real estate, my finance professional recommended PENSCO. Unlike some others, PENSCO has been hassle-free and I’ve always been able to get help when I needed it.” John W. California I definitely recommend PENSCO’s Customer Service group for going above and beyond in their professionalism. It is really nice to have a domestic customer service team that can handle questions promptly and effectively.” Laura T. Wilmington, NC If you want private placements in your retirement account, go to PENSCO. It will be a smooth and transparent experience.” Peter G. Texas I really see my PENSCO account as the ultimate investment vehicle. The people at PENSCO have treated me right.” Justin J. Montana I am happy to refer anyone needing professional IRA information to PENSCO. In a world where people don’t speak to one another anymore, and service exists in such few places, I feel fortunate to have found Alaine, Aron and PENSCO to help me. ” Bill O. Fort Lauderdale, FL View All Testimonials PENSCO Blog Using Real Estate Investments to Hedge Market Volatility When markets swoon, investors often seek shelter—some much more literally than others. To guard against drastic market swings, like those witnes... Read this article » Alternative Asset Investing Stays Steady Under COVID Pressure While alternative asset investors are tweaking their commitments to alternatives in 2020 as the coronavirus pandemic upends markets, a new survey... Read this article » View Full Blog Twitter Tweets by PENSCOTrust Follow Us on Twitter In the News Impact Investing: Invest In Your Principles & Your Retirement Hardly a day goes by without a new headline about the rise of impact investing. Whether the article refers to the category as environmental, soci... Read this article » PENSCO Launches API-Driven Solution Custodian Connect.” Pensco, an alternative asset custodian for self-directed IRA investors, announced on Monday it has launched Custodian Connect, an API-driven capa... Read this article » View All News Featured In Have Questions? Call us today at (866) 818-4472 Or, we can call you. Provide some information and one of our specialists will be in touch. Stay Connected Rating: A+ © 2020 Pacific Premier Trust, a Division of Pacific Premier Bank | All Rights Reserved Pacific Premier Trust performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts and does not provide investment advice, sell investments or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Pacific Premier Trust is not affiliated with any financial professional, investment sponsor, or investment, tax or legal advisor. Investment Products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Privacy Terms of Use User Agreement Site Map Get Adobe Acrobat...