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Professional Directory

Find the professional resources you need, when you need them.

Since 1989 PENSCO has been committed to giving you the resources you need to be a confident and successful self-directed IRA investor. If your transaction requires the assistance of an external professional, like an attorney or CPA, our professional directory can connect you with a service provider in your area.

What kind of investment do you have?

Couple looking at house listings

Real Estate

It’s a good idea to have a professional helping you along with your transactions. 

Find a professional near you.

Two women in office space

Private Equity

While this investment doesn’t require a professional, it’s a good idea to have an attorney and tax professional for counsel.

Find a professional near you.

a man

Single Member LLC

To review transactions, you’re required to work with a Special Advisor — whether it’s a licensed attorney or CPA.

Find a professional near you.

Two male coffee roasters

Family-owned Entity

To review transactions, you’re required to work with a Special Advisor — whether it’s a licensed attorney or CPA.

Find a professional near you.

Pen and paper

Promissory Note

This specialized investment requires counsel from a professional.

Find a professional near you.

Need more information from a professional first?

Haven't made an investment decision yet?

See the full list of resources available to you.

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PENSCO Trust Company performs the duties of an independent retirement custodian, and, as such, does not provide investment advice, sell investments or offer any tax or legal advice. PENSCO is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor; including any who are listed in The Marketplace. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. The list of individuals in The Marketplace should not be considered a complete list of individuals/firms with whom you may work, and is being provided for informational purposes only. It is not intended as an individual recommendation, and each individual is encouraged to perform their own due-diligence on any financial professional with whom they intend to work.

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