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PENSCO Blog

PENSCO Blog

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

Technology Improves Alternative Investing Process

Episode 4: The Untold Story: Tech in Alts Investing

  |  By Christopher Orr, SDIP

Alternative investing has historically been limited to specialized investors or ultra high net worth individuals, but that is quickly changing as Title III of the JOBS Act and corresponding equity crowdfunding technology expands investors' ability to access and manage alternative assets.

In the fourth video of our 5-part video series, wealth managers, advisors and entrepreneurs explain how technology is helping to modernize the process of using  self-directed IRAs to invest in alternative assets using retirement funds. 

 

At PENSCO, where we custody alternative assets for our clients' self-directed IRAs, we specialize in helping investors who want to use their retirement account funds to invest in alternative assets.

Last year we launched our Alt-Nav™ online deal funding technology to streamline the alternative asset investment process in a self-directed IRA, shortening it from weeks to days. This video shows how individuals can use Alt-Nav to open and fund their PENSCO self-directed IRAs online, and easily complete an investment authorization. The video also explains how investment sponsors can use Alt-Nav to provide information about prospective investors who have expressed an interest in using a self-directed IRA to invest.  Alt-Nav enables the investment sponsor to invite the investor to open, fund and invest using a PENSCO IRA with a few clicks.

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

If you are a financial professional looking to expand your business, you can download our Private Equity Guide for professionals to find out more about working with PENSCO and helping clients invest in alternative assets using a self-directed IRA.

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.