Dedicated to the custody of alternative assets.
- Asset Administration
- Premier Service
- Technology Leadership
- Customized Support
- Bulk IRA Conversions
Pacific Premier Trust specializes in successor custodian services, and provides a streamlined process for you to transfer retirement accounts holding alternative assets to us — while retaining control of your client relationships. Through successor custodian relationships with top U.S. wealth managers, we’ve on-boarded more than 15,000 accounts and built a nationwide reputation as one of the industry’s most trusted and experienced custodians.
- Expertise in IRS rules and regulations regarding retirement accounts and alternative assets.
- Comprehensive understanding of alternative investments, including private equity, private funds, real estate, and notes.
- Proven ability to effectively administer an extensive range of alternative assets throughout an investment’s lifetime.
With more than $15 billion in assets under custody, we are the trusted custodian of 42,000 unique assets (as of 9/30/2020).
- Our experienced transition specialists possess expert knowledge of alternative assets and retirement account regulations.
- You’ll receive dedicated support from our Relationship Management and Service Teams.
Our industry-leading technology ensures a smooth successor custodian transition process for you and your clients.
- Our award-winning, automated Alt-Nav™ technology is exclusive to Pacific Premier Trust.
- Alt-Nav™ reduces the time and obstacles typically associated with holding alternative assets in retirement accounts.
- Custodian Connect™ APIs enable investment platforms to develop a fully integrated end-to-end paperless process.
Pacific Premier Trust can create a password-protected webpage hosting an assortment of customized advisor tools, including:
- Business and Operational FAQ
- Custom Landing Pages
- Dedicated Contacts, Phone Line, and Email Addresses
- Advisor/Client online account guides
- Easy integration with Portfolio Management systems, including Addepar, Advent, DBCAMS, and PortfolioCenter
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