About PENSCO

Leading The Way For Independent-Minded Investors

PENSCO Trust Company is a world-class custodian that helps investors build wealth in taxable and tax-deferred accounts.

PENSCO offers custodial services that enable investors to hold and administer a wide range of alternative assets, such as real estate, private equity, private placements/LLCs, and financial notes.

As a regulated banking company, PENSCO also works through institutions, providing services to plan sponsors, Registered Investment Advisors, financial planners, family offices, accountants, attorneys and other advisors seeking a proven custodian for their clients.

PENSCO has more than $4 billion in assets under custody. More than 17,000 clients put their trust in the company that pioneered custody of alternative assets in tax-advantaged accounts.

Delivering Unmatched Expertise And Experience

PENSCO provides advisors and investors with:

  • Timely, detailed asset reporting, so investors can comply with filing requirements established by the Internal Revenue Service and other regulatory agencies.
  • Online access to current information about investments and their status, with alerts about upcoming deadlines.
  • Subject matter experts who understand the complex investment rules and guidelines – including prohibited transactions – that govern investments in tax-deferred accounts.
  • An experienced, dedicated team that can seamlessly help advisors and investors manage the custody transition process.

An Emphasis On Risk Management

PENSCO is an industry leader in implementing best practices in the safekeeping of assets, particularly alternative assets.

PENSCO provides tools and resources to inform investors about the potential investment risks in alternative assets, which can be volatile or a target for fraudsters. PENSCO strongly urges clients to carefully and thoroughly perform their own due diligence before making any investment.

PENSCO does not provide investment advice, does not sell investments, and does not offer tax or legal advice. As a custodian, PENSCO does not evaluate, recommend or endorse any particular advisory firm or investment opportunity.

PENSCO is a banking company regulated by the State of New Hampshire Banking Department. PENSCO's corporate headquarters is in San Francisco.