Discover how you can diversify your tax-advantaged retirement portfolio beyond stocks and bonds.
With over 30 years of experience, Pacific Premier Trust, a Division of Pacific Premier Bank, has been a leader in the custody of alternative assets with more than $17 billion in assets under custody and nearly 37,000 client accounts.1 Through a wide range of custody and self-directed IRA solutions, combined with innovative API technology to support investment platforms, Pacific Premier Trust (formerly PENSCO Trust Company) allows you to diversify your portfolio with alternative assets.
Whether you are an individual investor or a financial professional, the Pacific Premier team of experienced alternative-asset specialists are here to help and give you the flexibility to hold both traded and non-traded alternative assets in your retirement portfolio(s).
From holding real estate, private equity, promissory notes, and much more–Pacific Premier Trust helps you gain more control of your retirement.
1Approximate numbers as of 9/30/2023.
© 2023 Pacific Premier Trust, a Division of Pacific Premier Bank | All Rights Reserved. Pacific Premier Trust performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts and does not provide investment advice, sell investments or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Alternative investments are not insured by the FDIC; are not deposits or other obligations of, or are guaranteed by the Bank or any of its divisions; and are subject to investment risks, including possible loss of the principal amount invested. Pacific Premier Trust is not affiliated with any financial professional, investment sponsor, or investment, tax, or legal advisor.