Fresh alternative asset insights and the latest news on real estate and private equity investing.
Christopher Orr is a Director, Institutional Products, at PENSCO, where he has spent the past five years helping clients meet their retirement savings goals by using self-directed IRAs.
Christopher started his career as a financial advisor, working with clients who invested primarily in exchange-traded products like stocks, bonds and mutual funds. Realizing he wanted to help clients access a wider array of options to meet their investment needs, he joined PENSCO. Through his work on PENSCO’s asset review team, Christopher gained experience with a variety of private equity investment types, from private corporate stock to hedge funds, LLPs to LLCs, and more. Today, he uses his broad expertise to help high net worth clients, advisors and asset sponsors accomplish their private equity investing goals using self-directed IRAs.
A native of San Francisco, Christopher holds a B.A. from California State, Long Beach. Chris is a Certified IRA Services Professional (CISP) with the American Bankers Association and a Self-Directed IRA Professional (SDIP) through the Retirement Industry Trust Association. and, while working as a financial advisor, he held his Series 7 and Series 66.
Self-directed IRAs and the alternative assets they invest in have done a lot of good for many retirement investors. Self-directed IRAs allow inve... Read this article »
Editor's Note: This blog was originally published before the CARES Act became law. To learn how the Act affects RMDs, please read our recent blog... Read this article »
When it comes to investing, if you hear of an opportunity that sounds too good to be true, it probably is. That’s why, at PENSCO, we work to addr... Read this article »
Editor’s Note: Given the extreme market volatility, we are updating this blog explaining how retirement investors are using alternative assets in... Read this article »
Changes may be coming to the definition of accredited investor in 2020 that would widen the pool of investors who can invest in private market of... Read this article »