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Asset Sponsors & Crowdfunding Sites

Use tax-advantaged funds to capitalize your business

For over 25 years, PENSCO has been helping investors use retirement funds to buy and hold alternative assets in their self-directed IRAs. PENSCO makes it possible for investment sponsors, private fund managers and crowdfunding platforms to unlock billions in potential capital by allowing clients to invest with retirement funds. Our experts are here to assist you and your clients through every step of the process.

Why Work with PENSCO?

  • Asset Administration Review

    PENSCO will perform an administrative review of your investment to determine if it can be held in a retirement account. Our “Deal Office” will use its extensive knowledge of investment structures and retirement account requirements to execute a quick and accurate review to determine if the asset can be held in a retirement account.

  • Fast, Easy Funding

    After funds have been received and all documents are in order, investment transactions can usually be completed within two business days. After your first client goes through the process, it will be faster and easier for additional clients to purchase your investment using retirement funds.

  • Digital Efficiency

    Our simple-to-navigate, paperless processing system and e-signature feature ensures your investors will have a seamless experience funding their chosen investment. Additionally, our award-winning, highly-automated process is easily capable of being integrated onto your platform and into our asset marketplace.

  • Excellent Client Service

    When you refer your clients to PENSCO to purchase your pre-reviewed asset, they’ll get access to a team of experts that will guide them through the process. From account opening to funding and ongoing maintenance, your clients will experience premier service and a seamless investment experience.

Learn more about working with us.

Asset Sponsors: 1-855-291-4733, Crowdfunding Platforms: 1-415-395-5753.

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