Advisors & Institutions
Since 1989, PENSCO Trust Company has provided financial advisors with everything they need to custody their client’s alternative assets – outstanding service, comprehensive reporting and award-winning technology.
When you maintain client accounts at PENSCO, you benefit from one of the industry's most experienced and trusted custodians. We've built a nationwide reputation for excellence by handling the administration of complex assets – allowing you to spend more time with clients and prospects.
Why work with PENSCO?
A One-Stop Shop
PENSCO specializes in the custody of alternative assets, but we also hold traditional client assets, such as stocks, bonds, and mutual funds. There is no need to temporarily place your clients into mutual funds– we can hold all your assets in one place, simplifying your custodial needs.
PENSCO experts review each new transaction to ensure proper custody of the asset and document IRA ownership for tax deferment and IRS reporting needs over the assets lifetime. We have the knowledge needed to efficiently handle all aspects of account administration and as alternative asset experts; we’re able to guide you and your clients through complex transactions in their qualified accounts.
The Industry’s Most Powerful Platform
PENSCO’s advisor platform gives you the technology you need to manage your client accounts smoothly and efficiently. Our advisor portal offers online access to client account and asset information, with the functionality to integrate data with portfolio management systems. The platform also provides the flexibility to segment reporting and permissioning to suit your needs.
Excellent Client Service
From account opening to funding and ongoing maintenance, PENSCO is committed to providing premier service and a seamless investment experience. Our experienced relationship managers will guide you through our onboarding process and even streamline the process by aggregating the onboarding of multiple clients at one time. Once onboard, our service team and award-winning technology is here to help navigate and resolve complex issues.
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 investment, investment sponsor or investment advisor. Potential clients are advised to perform their own due diligence in choosing an attorney, tax advisor or any investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including the loss of principal. This information is for general purposes only and is not intended as an individual recommendation or to be a substitute for specific individualized tax, legal or investment planning advice. 13-PT-001_PEI