Advisor Services

Refer to us. Connect with us. Grow your business with us.

PENSCO Trust Company is a leader in helping investment advisors meet their clients' alternative investing needs.

There are two ways you can work with PENSCO:

Many of the most well known financial institutions refer their self-directed alternative asset investors to PENSCO.
Our streamlined account referral process assures that your clients will receive prompt attention and the premium services that distinguish PENSCO.

Contact a Business Development Officer at 855.291.4732 for details.

Our asset administration system connects seamlessly and automatically to your firm's account management system for integrated client file transfer and data exchange.
Our secure advisor website allows you to view all of your clients' accounts from a summary view of all of your accounts, including details about transactions and positions, and you can also sign up for transaction alerts.
Advisors receive a discounted fee schedule for client accounts.
You'll have a direct line to a knowledgeable PENSCO Relationship Manager (RM).
Build your business with PENSCO event kits, webinars, eBooks, WebEx roundtables and more.