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Helping institutional custody solutions exceed expectations.

We have over $15 billion in assets under custody — from private companies to mineral rights. Learn how to give your clients more opportunities for tax-advantaged diversification.

Our Solutions

We believe relationships lead to long-term value.

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OpenAccountJust a few easy steps to create your online account! FundAccountTransfers, Rollovers, or In-Kind. Our technology makes it fast! InvestOur online tools make it easy to manage your investments.ManageAccountFrom contributionsto distributions,as effortlessas possible. Re-InvestNo need to leave – we have options when your asset matures. Client

Open Account

Just a few easy steps to create your online account!

Fund Account

Transfers, Rollovers or In-Kind. Our technology makes it fast!

Invest

Our online tools make it easy to manage your investments.

Manage Account

From contributions to distributions, as effortless as possible.

Re-Invest

No need to leave — we have options when your asset matures.

Decades of expertise —
on demand.

30 years of Industry-Leading Innovation. Self-Service Technology. Education. Insights. Just a few of the ways we support institutions and investors.

Find Out More

News and media.

April 23, 2021

Self-Directed IRAs: What You Should Know About These Retirement Accounts

April 02, 2021

IRAs and SPAC Investments

March 19, 2021

ESG Investing with Your IRA: Align Your Retirement with Your Values

Read More News

  • If you want private placements in your retirement account, go to Pacific Premier Trust. It will be a smooth and transparent experience.

    Peter G. – Texas

  • When I wanted an option to invest my retirement funds in real estate, my finance professional recommended Pacific Premier Trust. Unlike some others, Pacific Premier Trust has been hassle-free and I've always been able to get help when I needed it.

    John W. – California

  • I really see my Pacific Premier Trust account as the ultimate investment vehicle. The people at Pacific Premier Trust have treated me right.

    Justin J. – Montana

  • I definitely recommend Pacific Premier Trust's Customer Service group for going above and beyond in their professionalism. It is really nice to have a domestic customer service team that can handle questions promptly and effectively.

    Laura T. – Wilmington, NC

  • I am happy to refer anyone needing professional IRA information to Pacific Premier Trust. In a world where people don't speak to one another anymore, and service exists in such few places, I feel fortunate to have found Pacific Premier Trust to help me.

    Bill O. – Fort Lauderdale, FL

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