September 1, 2017 @ 3:46 pm By AdaPia d'Errico  |  

Modern Portfolio Theory is based on the idea that certain types of investment risk can be mitigated through a strategic pattern of diversification and asset allocation. Diversification is important because it spreads risk across multiple types of investments within a single portfolio. By diversifying into… Read More

March 17, 2017 @ 9:36 am By Samantha Hurst  |  

Real estate lending marketplace Groundfloor announced on Thursday it has teamed up with IRA Services Trust Company to launch its tax deferred real estate investing. The platform revealed it will immediately begin to invite investors to its website to fund their accounts directly through their… Read More

November 24, 2015 @ 7:40 am By JD Alois  |  

Pensco Trust Company has always been at the forefront of embracing alternative asset classes for its customers. In a low-interest rate environment the hunt for yield is intense and new asset classes have been able to deliver better returns.  Pensco believes that Title III of… Read More

September 15, 2015 @ 12:53 pm By JD Alois  |  

Regulations usually possess good intent, but all too frequently are near-sighted and fall far short of assisting targeted beneficiaries.  This may be another case of myopic regulators not taking a moment to think beyond what superficially may appear to be a plus, but ends up… Read More

July 6, 2015 @ 10:07 am By JD Alois  |  

Millennium Trust is a large IRA custodian you probably have never heard of unless you are in a similar business or a client of the firm. Headquartered in Chicago, Millennium Trust operates nationally but has set it sights on getting far bigger. The privately held… Read More

May 13, 2015 @ 4:49 pm By Samantha Hurst  |  

PENSCO, an alternative asset custodian for self-directed IRA investors, announced its new paperless deal funding technology — PENSCO Alt-Nav. The dubbed “first-of-its-kind” technology has been designed to help retirement investors who would like to invest in non-traded alternative assets using their retirement accounts, as well… Read More

April 30, 2015 @ 10:25 am By James A. Jones  |  

A fintech-focused SDIRA newcomer who embraces technology will likely obsolete present-day providers Don’t get me wrong. Self-Directed IRAs are the greatest thing since sliced bread. They allow us to dramatically diversify our retirement portfolios with the asset classes typically reserved for the wealthy: real estate,… Read More

March 19, 2015 @ 9:22 am By Midori Yoshimura  |  

Shortly into 2015, Kelly Rodriques, president and CEO of PENSCO Trust Company, a leading alternative asset custodian, shared his top five predictions for the year underway. Crowdfund Insider caught up with him for a more detailed Q-and-A about his predictions—from the $1 million investment cap… Read More

January 19, 2015 @ 9:31 am By JD Alois  |  

Global banking firm HSBC has published its 10th version of the Future of Retirement report. Started in 2005, the annual revisiting of why everyone needs to save more “or else” has become a predictable tome of financial nagging.  The fact that across the globe too… Read More

December 21, 2014 @ 9:40 am By JD Alois  |  

Pensco, one of the largest self-directed IRA Custodians with over $10 billion in assets under custody (AUC), recently shared a statement from CEO Kelly Rodriques.  He states that only history will be the judge if 2014 will be “The” year of alternative assets but regardless,… Read More

December 14, 2014 @ 11:01 pm By Dara Albright  |  

Marking another watershed moment for crowdfinance, the initial public offering of Lending Club (NYSE: LC), the world’s largest online P2P (“peer-to-peer “) marketplace connecting borrowers with lenders, was priced on Wednesday at $15 per share (a $5.4 billion valuation) – far above its pre-roadshow expected… Read More

November 18, 2014 @ 1:41 pm By JD Alois  |  

  PENSCO Trust is a leader in the self-directed IRA industry holding around $11 billion in assets under custody today.  The company received a dramatic boost in 2012 when they acquired the IRA business of Lincoln Trust, described as a “game changer” by the financial… Read More

August 1, 2014 @ 8:33 am By JD Alois  |  

WealthForge, a provider of turnkey solutions for investment crowdfunding, and PENSCO Trust Company, a leading alternative asset custodian have announced a new partnership that will help simplify the process of direct investment into private placements online for investors. The collaboration between the two companies will… Read More

July 15, 2014 @ 5:02 pm By JD Alois  |  

The Capital Companies, LLC has formed a strategic partnership with the Kingdom Trust Company to facilitate investments by IRA owners in alternative strategies offered by The Capital Companies.  Kingdom Trust announced this past May they were working with BancBox to streamline investment crowdfunding, including peer-to-peer… Read More

July 15, 2014 @ 2:35 pm By Samantha Hurst  |  

Scott Jordan, Founder of HealthiosXchange (“H/X”), the equity-based crowdfunding portal of Healthios, has published a White Paper—“Self-Directed IRAs, Meet Crowdfunding!”— which explores how self-directed IRA investors may use equity crowdfunding to achieve attractive returns in private equity. Jordan noted, “Equity crowdfunding, also called ‘portals’, which leverages the… Read More

June 23, 2014 @ 1:16 pm By Samantha Hurst  |  

NIN Ventures is rolling out two new alternatives for investing in their NIN Ventures Technology (QP) Fund. First is investment using a defined benefit plan and second is investment from a self directed IRA. This new initiatives will truly make venture capital available to all… Read More

May 9, 2014 @ 9:38 am By JD Alois  |  

Announced earlier this week is an interesting partnership between The Kingdom Trust Company and Bancbox.  The arrangement between the two companies is intended to streamline the crowdfunding and peer-to-peer (P2P) lending platform experience for the IRA investor. This new partnership is expected to greatly enhance the IRA… Read More

April 17, 2014 @ 2:44 pm By JD Alois  |  

FundersClub is rolling out a new feature that that will allow any accredited individual to invest in startups via a self-directed IRA account. A “self-directed” IRA account means that the investor, as the individual account owner, has complete control over selecting and directing his or her own individual retirement investments…. Read More

January 30, 2014 @ 9:46 am By JD Alois  |  

Alliance Seeks Greater Access for Accredited Investors to Alternative-Asset Crowdfunding Platform. Next Generation Trust Services, a third-party administrator of self-directed retirement plans, has formed a strategic alliance with Venovate, a marketplace for alternative investments, to offer crowdfunding opportunities to owners of self-directed IRAs. Venovate Marketplace,… Read More

September 7, 2013 @ 1:10 pm By JD Alois  |  

Retirement Industry Trust Association (RITA) is hosting a  self-directed IRA event for financial advisers and other interested parties on October 21st to 22nd 2013 in Austin.  One of the most important topics on their agenda is an update on crowdfunding and impact this new financial… Read More