With a Pacific Premier Trust IRA, you can expand your retirement portfolio beyond the stock and bond markets by investing in alternative assets. Our customized custody solutions and industry-leading technology mean you can hold private equity, real estate, promissory notes, and much more in a Pacific Premier Trust account.

Private Equity

Use your Pacific Premier Trust IRA to purchase ownership in start-ups or billion-dollar businesses — and less conventional assets, like hybrid securities.

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Real Estate

Whether it’s buying a rental property, a hotel or investing in a housing development fund, Pacific Premier Trust can support clients who want to hold a variety of types of real estate investments, providing exposure to more options.

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Promissory Notes

With their potential for positive cash flow and interest income, these debt obligations are popular IRA holdings.

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Marketable Securities

Pacific Premier Trust also supports the ability to invest in stocks, bonds, mutual funds, and ETFs.

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Other Asset Types

At Pacific Premier Trust, you can use IRA funds to invest in any IRS-allowed asset – including precious metals and wind farms.

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