(866) 818-4472

Open Account Client Login



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

PENSCO Recognized as an Alt Asset Leader for Alt-Nav™ Tech

PENSCO Wealth Management Award

  |  By Curtis Glovier

At PENSCO, we're dedicated to using technology to transform the IRA industry while also improving the investment experience for our self-directed IRA clients. That’s why it’s an honor to be recognized as an alternative asset leader by for our Alt-Nav™ online investing technology.

The industry award, given in the category of alternative asset custodians with less than $25 billion in assets under custody, recognizes the enhancements we’ve made to our Alt-Nav technology.

We introduced Alt-Nav in 2015 with the goal of turning the complex and paper-intensive process of investing retirement money in alternative assets into one that was web-based, simple and guided. When it launched, Alt-Nav represented a first-of-its-kind self-directed IRA deal funding technology. It allowed investors and/or their advisors to provide information to open a self-directed IRA account, fund the new account and initiate an alternative asset investment, all online.

In 2017, we enhanced Alt-Nav. To improve turnaround times, we included a new automated transfer platform. Adding the transfer platform enabled us to cut the time for a transfer from weeks to days when working with other ACATS-enabled institutions. We also built new APIs this year as part of our Custodian Connect™ initiative. This technology allows advisors and investment platforms to seamlessly provide all necessary data to PENSCO to open and fund an IRA.

Today, Alt-Nav is a valuable tool PENSCO clients and their advisors can use to streamline the process of opening, funding, and investing in alternatives using a self-directed IRA.

As investors look to diversify their retirement portfolios with alternative assets, we remain committed to transforming the alternative investing process from one that has been slow and administratively burdensome to one that is efficient and transparent.

If you want to learn how Alt-Nav can work for you, watch our video demonstration, call us at (855) 453-4960 or email us at

This Blog does not provide investment, tax, or legal advice nor does it evaluate, recommend or endorse any advisory firm or investment vehicle. Investments are not FDIC insured and are subject to risk, including the loss of principal.

PENSCO Trust Company performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts and does not provide investment advice, sell investments or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. Other than the Opus Affiliates, PENSCO is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor.