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PENSCO Blog

PENSCO Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

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Christopher Orr, CISP®, SDIP

Director of Institutional Products/Private Equity Focus

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.

Related Articles


Retirement Investors Use Alternatives to Foil Volatility

  |  By Christopher Orr, CISP®, SDIP

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 »


man in business attire

The Definition of Accredited Investor Could Expand in 2020

  |  By Christopher Orr, CISP®, SDIP

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 »


Man hitting ground with pick

Investor Caution: Don’t Overlook the Cost of Investing

  |  By Christopher Orr, CISP®, SDIP

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 »


One red ball among many blue balls

Being 1 of the 35: Private Equity Placement for Non-Accredited Investors

  |  By Christopher Orr, CISP®, SDIP

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 »


SEC with handshake in background

Regulation Best Interest: Financial Professionals’ New Rules

  |  By Christopher Orr, CISP®, SDIP

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 »


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