Marketable Securities

Want to keep your alternative assets and traditional investments together?

In Between Alts?

With Pacific Premier Trust, there is no need to move back to another custodian to invest in traditional assets while you search for your next alternative asset. 

Pacific Premier Trust makes it possible to invest in thousands of mutual funds and stocks* utilizing our online trading application, located within your account.

Additionally, we can help you make investments into ETFs, bonds, CDs, and annuities allowing you to diversify your portfolio further. Contact our Market Traded Securities team for additional details at 855.453.4961.

Put your excess IRA cash to work today.

*The execution broker or mutual fund company may charge a fee depending on the transaction or investment.

 

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Stocks

Motivated to increase the value of your principal amount invested? Our Market Traded Securities team can help you diversify your equity portfolio with our online trading application Pacific Premier Wealth Online and external broker-dealer. At your request, we can facilitate the execution of stocks, along with the distribution of shares from private funds, restriction lifting, and the transacting of rights, warrants, and other stock related investments. 

Bonds

Searching for a more predictable income stream? Offset your exposure to a volatile market by investing in the Bonds market and preserve your hard-earned capital. Contact our Market Traded Securities team for additional details at 855.453.4961.

Mutual Funds

Pacific Premier Wealth Online gives investors the opportunity to quickly diversify their investments within an extensive pool of mutual funds.

ETFs

Exploring a more tax-friendly portfolio? Unlike mutual funds, ETFs strive to minimize capital gains by doing like-kind exchanges of stock. Just like a stock, ETFs can be traded through our executing broker–dealer and offer a broad range of investments and a tax-efficient approach.

Contact a Professional

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Note: Pacific Premier Trust performs the duties of an independent retirement custodian, and, as such, does not provide investment advice, sell investments, or offer any tax or legal advice. Pacific Premier Trust is not affiliated with any investment, investment sponsor or investment advisor. Potential clients are advised to perform their own due diligence in choosing an attorney, tax advisor, or any investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. This information is for general purposes only and is not intended as an individual recommendation or to be a substitute for specific individualized tax, legal, or investment planning advice.