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PENSCO Blog

PENSCO Blog

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

Alternative Assets May Help Diversify a Portfolio

The Untold Story cover

  |  By Christopher Orr, SDIP

One unpleasant shock of the Great Recession was that many investors learned their portfolios held more risk than previously thought. While investors assumed they had cushioned portfolios against volatility by owning a diverse mix of stocks and bonds, extreme market stress meant that stocks and bonds became highly correlated and lost value at the same time.

In this final video in our 5-part Untold Story video series, wealth managers, advisors and entrepreneurs explain the importance of portfolio diversification. They touch on how alternative assets, such as private equity and real estate, can be held in a self-directed IRA to diversify a nest egg beyond typical exchange-traded assets, such as stocks or bonds.
 

 

At PENSCO, where we custody alternative assets for our clients' self-directed IRAs, we help investors who want to use their retirement account funds to invest in alternative assets. Whether that means buying a private REIT, investing in a rental property or purchasing a promissory note, clients are using a wide range of alternative investments to diversify their retirement portfolios.

If you are an individual investors and you want to learn more about investing in alternative assets using a self-directed IRA, please download our free Investors Guide.

For financial professional seeking to help clients hold alternative assets in a self-directed IRA, you can download our Private Equity Guide for professionals. The guide provides information on working with PENSCO and assisting clients in purchasing alternative assets with retirement account funds.

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.