Services for Institutions — Referral Services

We're specially equipped to help your clients custody alternative assets.

Referring a client's assets to the right alternative custodian can help enhance the reputation of a financial institution, law firm, accounting firm or investment sponsor. We help keep your discerning clients satisfied.

You can refer your valuable clients to the alternative custodian with the most experience in asset evaluation and administration, and one of the best reputations for transaction management and data integrity. PENSCO is the industry's premier specialist. Once you've done your due diligence, you'll be ready to join some of the country's largest, best known financial institutions in referring clients to us, or by adding PENSCO to your resource list.

Here are some of the compelling reasons why many major institutions select PENSCO:

  • Simple, efficient engagement processes for easier on-boarding of new accounts
  • Expert, knowledgeable staff to support your investors' needs
  • A pledge to hold ourselves accountable to the same standards of performance and reliability as the major financial institutions we support

Contact us

To learn more about how PENSCO can help you to refer your clients' alternative assets with confidence, contact our Institutional Services Group at 1-855-291-4734.