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The Untold Story: Investing in Alts with Retirement Funds

Get the perspective of some of the world's leading investment sponsors, wealth managers, advisors and entrepreneurs about using alternative assets, such as Real Estate and Private Equity in retirement accounts.

Discover how PENSCO’s alternative asset expertise and innovative technology solutions enables a streamlined, seamless investing experience.

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America is moving to self-directed IRAs. Are you?

Americans hold approximately $8.6 trillion in IRAs — of which the SEC and Retirement Industry Trust Association (RITA) estimates 2%-5% are held in self-directed IRAs. At 3%, that’s $258 billion, and that number will increase dramatically for the foreseeable future because every day for the next 15 years or so, roughly 10,000 baby boomers will retire.

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Is Your IRA Asset Allocation Too Extreme?

When it comes to investing, many of us have heard of the 60-40 approach to risk allocation—you put 60% of your portfolio in stocks and 40% in bon... Read this article »

The Definition of Accredited Investor and How It Might Change Under JOBS Act 3.0

With so many private placement opportunities reserved only for “accredited investors,” it’s little wonder that at PENSCO, we’re often asked to de... Read this article »

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