Is your next great investment opportunity in your IRA?

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Turn your investment ideas into real opportunities If your retirement account is like most, you're probably investing in traditional stocks, bonds and mutual funds. Maybe you've been thinking about investing in what you're actually passionate about, like real estate, private equity and other alternative investments? The PENSCO Opportunity Analyzer makes it easy to review the possibilities for your strategy. It's free, helpful and fast. Once you answer a few questions about the investments you're considering, we'll tell you if it is possible to hold that asset in a self-directed IRA. We'll also help you understand prohibited transactions or "Deal Busters" - the people and relationships that can jeopardize the tax-advantaged status of your IRA. Analyze your opportunities now » PENSCO Trust Company has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989. As the trusted custodian of over $10 billion in assets on behalf of more than 50,000 clients, PENSCO works with asset sponsors, financial institutions, and financial advisors, as well as self-directed investors who typically have a point of view about alternative investment opportunities based on their own knowledge or expertise. The Opportunity Analyzer Find out if you can use a PENSCO self directed IRA for your next great investment opportunity. BEGIN PENSCO Trust Company  |  555 Market St., 8th Floor  |  San Francisco, CA 94105 PENSCO Trust Company performs the duties of an independent retirement custodian, and, as such, does not provide financial advice, sell investments or offer any tax or legal advice. 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.

 

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