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. In 2018 he earned the Self-Directed IRA Professional (SDIP) designation through the Retirement Industry Trust Association, and, while working as a financial advisor, he held his Series 7 and Series 66.
Self-directed IRA investors are in charge when it comes to their retirement investments, but that doesn’t mean they have to go it alone. Many of... Read this article »
Self-directed IRA investors often rely on financial advisors to help manage their retirement funds and evaluate investments. But not all retireme... Read this article »
As investor interest in alternative investments rises, a particular question is becoming more and more common: “How much of a retirement portfoli... Read this article »
Opportunities to invest in the next hot unicorn — a privately-held startup valued at $1 billion or more by their investors and is expected at som... Read this article »
Many private equity opportunities, from investing in startups to private hedge funds, are reserved for “accredited investors” — investors who mee... Read this article »