Company info:Top Executive: Kelly Rodriques
560 Mission Street, Suite 1300
San Francisco, CA 94105
RIA department info:Contact: Travis Majors
- Founded in 1990
Q&A:What is the service or product you offer to RIAs?
PENSCO Trust Company is a world-class custodian that helps investors build wealth in taxable and tax-deferred accounts.
PENSCO offers a complete range of services that enable investors to hold a wide range of alternative assets, such as private equity, venture capital, real estate, notes, foreign currency and precious metals.
As a regulated banking company, PENSCO also works through institutions, providing services to plan sponsors, Registered Investment Advisors, financial planners, family offices, accountants, attorneys and other advisors seeking a proven custodian for their clients.
PENSCO has more than $4 billion in assets under custody. More than 17,000 clients put their trust in the company that pioneered custody of alternative assets in tax-advantaged accounts.How do you differentiate your offering from competitors'?
PENSCO delivers unmatched expertise and experience in alternative investments in tax-advantaged accounts. PENSCO provides advisors and investors with:
- Timely, detailed asset reporting, so investors can comply with filing requirements established by the Internal Revenue Service and other regulatory agencies.
- Online access to current information about investments and their status, with alerts about upcoming deadlines.
- Unrivaled subject matter experts who understand the complex investment rules and guidelines – including prohibited transactions – that govern investments in tax-deferred accounts.
- An experienced, dedicated team that can seamlessly help advisors and investors manage the custody transition process.
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