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.
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 »
Many investors don't look at the 401(k) fees or expenses charged by their retirement plan, and this isn't a huge surprise. Often, these numbers c... Read this article »
I am an Institutional Sales Manager at PENSCO and over the past decade a lot of deals have crossed my desk. I work with firms whose clients inves... Read this article »
The Securities and Exchange Commission (SEC) has adopted a new package of rules, referred to as Regulation Best Interest or Regulation BI, that a... Read this article »