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The Power of Pacific Premier Trust for Financial Institution/Advisor Services

Pacific Premier Trust offers our Institutional Partners several benefits for choosing us as a preferred custodian. There is no need to temporarily place your clients into mutual funds – we can hold all your assets in one place, simplifying your custodial needs. Pacific Premier Trust also provides a simple-to-navigate, paperless processing system that ensures a seamless investment experience.

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What's in It for You

  • Pacific Premier Trust Advisor Portal
  • Portfolio management integration
  • Digital efficiency
  • Deal Office access

Pacific Premier Trust's Advisor Portal allows advisors to manage client accounts smoothly and efficiently with centralized online access to all client account and asset information. Advisors can execute transactions on behalf of their clients as well as view and download statements. Pacific Premier Trust's Institutional Partners also benefit from a dedicated relationship management team.

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What's in It for Your Clients

  • Preferred pricing
  • Seamless online experience
  • Dedicated support team
  • Access to top experts

In addition to benefitting from our preferred pricing to establish a Pacific Premier Trust account and purchase alternatives, your clients are able to open, fund and invest online at Clients will also have access to our Premier Client Service Team and the peace of mind that comes from working with an IRA custodian with 30 years of experience.

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Working With Pacific Premier Trust

  • Hold all your clients’ assets in one place
  • Meet the demands of self-directed IRA investors
  • Unmatched expertise

Pacific Premier Trust is the most trusted self-directed IRA custodian with 30 years of experience dealing directly with holding alternative investments in self-directed IRAs. Work with the industry leader and leverage the power of Pacific Premier Trust to exceed your clients’ expectations and streamline your alternative investment business.