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The Power of Pacific Premier Trust for Investment Platforms

As an investment platform or equity crowdfunder representing multiple companies seeking to raise funds, some of your investment opportunities may be IRA-eligible and require the assistance of a custodian, such as Pacific Premier Trust. As an investment platform looking to stay ahead of the pack and reach more IRA investors, Pacific Premier Trust's Custodian Connect™ can help you simplify what is normally a complex process.

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What's in It for You

Pacific Premier Trust offers several technologies that streamline the holding of alternative assets in an IRA. In addition to our Custodian Connect and Alt-Nav technology, our online Asset Valuation Tool allows you to submit annual valuations quickly and easily. By working with Pacific Premier Trust, you will also be able to leverage our extensive knowledge of investment platform structures and retirement account requirements.

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What's in It for Your Clients

  • A seamless online experience
  • Access to top experts
  • Fast, professional and unmatched service

As the leading self-directed IRA service provider, Pacific Premier Trust offers your investors unsurpassed premier client services as well as preferred pricing to establish a Pacific Premier Trust account and purchase alternative asset investments.

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Working With Pacific Premier Trust

  • Meet the demands of self-directed IRA investors
  • Take advantage of this often overlooked source of capital
  • Expand the account choices you provide your clients

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