Professionals & Institutions

PENSCO Trust Company can give you a competitive edge

Services for financial institutions

Referring a client's assets to the right alternative custodian enhances the reputation of a financial institution, and keep discerning clients satisfied.

Find out what we can do for you and your clients

Services for professionals

As a premier service provider with more than 20 years of expertise as an alternative asset custodian, PENSCO Trust Company can help you grow your business and your clients' assets.

As more investors learn about self-directed retirement accounts as a way to diversify their portfolios and minimize taxes on their capital gains, they will need a variety of professional services and expertise to achieve their investment goals.

Financial advisors

There are two ways you can work with us:

  • Refer your self-directed alternative asset investors to us
  • Sign on to our PENSCO Institutional Platform (PIP)

Get details about the Advisor Services we offer

Find out how you can join our Power Professional Directory

Accounting professionals

Many accounting professionals are being called on by their clients to provide input to their retirement savings and investing strategies. By learning the rules unique to retirement accounts, including Unrelated Business Income Tax (UBIT), you can provide a new service for your existing clients and attract new clients.

Attorneys

If you're a real estate, estate planning or business attorney, you can enhance your practice by learning the rules and regulations related to retirement accounts and alternative investments. Attend our advanced education classes to learn the rules and how you can take advantage of them.

Real estate and mortgage professionals

If you're a realtor, a real estate broker, or mortgage broker, you may not be aware of the numerous ways an IRA or retirement account can help you close more deals. Retirement accounts can purchase all forms of investment property, and funds are often more readily available than taxable funds.

Find out how you can join our Power Professional Directory

Learn more about alternative investments in IRAs

Services for investment sponsors

A major source of funding and investing capital is available in self-directed retirement accounts.

Find out more about how you can tap into IRA funds as a source of capital

Potential clients are advised to seek professional tax, legal and investment advice when choosing investments for their PENSCO accounts. Potential clients are advised to perform their own due diligence when seeking professional advice, and not to rely solely on a professional's appearance in the Power Professional Directory as an endorsement.