Case Study: PENSCO Trust Company, USA

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PENSCO Trust Company, USA

This chapter was originally published in Best Practices for Knowledge Workers

Nominated by PENSCO Trust Company, USA

Many individual investors would love to use their retirement savings to purchase non-publicly traded, alternative assets in today’s economic environment, but the complexity of administering these assets has caused many financial institutions to opt out of offering them as part of their investment platform. As a regulated banking company since 1989, PENSCO Trust has been one of a relatively small number of leading retirement account custodians that permit financially savvy, self-directed individual retirement account (IRA) owners to invest in alternative assets.

In this case study, we share the story of our production case management implementation of what is known at PENSCO as the Alternative Assets Deal Console, the foundation of a constellation of systems that work together to support the critical work of the Alternative Assets Deal Consultant.

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