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Institutional Referral Partners

PENSCO Trust Company is a referral partner for clients requiring a custodian for alternative asset investments in tax-advantaged IRA accounts. Financial advisors and their clients receive support from the PENSCO AdvantageTeam™, a specialized and experienced team that facilitates and supports IRAs transferred from other institutions. And, PENSCO offers preferred pricing for accounts transferred from certain institutions.

Please be sure to use the forms below to take advantage of preferred servicing, support, and pricing from PENSCO.

For more information please call our hotline at 855-291-4733 or email us at advisorsolutions@pensco.com