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.
On the PENSCO blog, we’ve highlighted an array of unique investments that you can hold in a self-directed IRA, such as manufactured homes, timber... Read this article »
It’s baaaack. The stock market volatility that remained dormant for much of 2017 viciously reared its head in the second week of February (2018)... Read this article »
“Alternative” is a word we’ve heard a lot of lately (think “alternative facts,” “alternative energy”). If you Google “What are alternative invest... Read this article »
Two years ago I wrote a blog about the word crowdfunding, and how the explosive growth of the industry meant that "crowdfunding" was being used a... Read this article »
If you are self-employed and looking to lower your taxes, you may want to consider opening a Solo 401(k) retirement plan before closing the books... Read this article »