Using Retirement Funds to Invest in Alternative Assets
Over the course of my career in financial services I’ve been struck by the number of investors who are unaware that they can use their retirement funds to invest in alternative assets and the important role that alternative investments can play in portfolio diversification. I’ve also been surprised by how many entrepreneurs are unaware that they can raise retirement dollars to help fund their next venture.
Many investors believe they are limited to investing their IRA dollars in exchange-traded items like stocks, bonds and mutual funds. But IRAs can own everything from private placements and limited partnerships, to closely held stocks and gold. All it takes is working with a custodian like PENSCO that allows account owners to self-direct their IRA investments into alternative assets.
To help us spread the word about investing in alternative assets using an IRA, we're rolling out a 5-part video series, The Untold Story, that takes a closer look at alternative assets. The videos explain what alternative assets are and how they are being used by investors to grow their retirement savings while also diversifying their portfolios.
The videos include the perspective of leading investment sponsors, wealth managers, advisors and entrepreneurs who are using alternative assets in retirement accounts. This first video shares valuable insights on the importance of alternative asset investing from some of the industry’s most successful financial professionals, including:
- Jon Porter, CEO of wealth manager Three Bell Capital
- Mark Curtis, Managing Director of Graystone Consulting/Morgan Stanley
- Meghan Simms, IR Manager at Rubicon Mortgage Fund
If you’re an investor and want to learn more about investing in alternative assets using self-directed IRAs, download our free Investors Guide.
If you’re a financial professional seeking to expand your business, download our Private Equity Guide for professionals and learn more about working with PENSCO to help your clients invest in private equity with their retirement accounts.
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. PENSCO is indirectly affiliated with a registered broker dealer and with a licensed small business investment company through Opus Bank (“Opus Affiliates”). Other than the Opus Affiliates, PENSCO is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor.