Pacific Premier Trust, a Division of Pacific Premier Bank
For over 30 years, Pacific Premier Trust has helped clients take an active role allocating their retirement investments, providing the opportunity to diversify their portfolios and grow wealth. We're proud to offer award-winning expertise in alternative assets and self-directed IRAs to both individual investors and institutions.
As a division of Pacific Premier Bank, Pacific Premier Trust is one of the most well capitalized organizations in the self-directed IRA industry. In 2020, Pacific Premier Bank acquired Opus Bank and its wholly-owned subsidiary, PENSCO Trust Company, now Pacific Premier Trust, expanding the capabilities of the 5th largest bank headquartered in the Western U.S.1 Founded in 1983, Pacific Premier Bank® is one of the strongest-performing and fastest-growing banks in the nation with total assets of approximately $20 billion.2
Clients and solutions are our priority. This is the reason institutions continually use our expertise to custody their clients’ alternative assets, and individuals keep working with us, transaction after transaction. We are highly regulated and industry experts in the custody of alternative and standard assets.
Richard J. Immesberger
William G. Eustis
SVP, Head of Sales & Strategic Partnerships
Pacific Premier Trust by the Numbers
$15+ Billion Assets Under Custody
45,000 Client Accounts
42,000 Unique Assets
Approximate numbers of 09/30/2020
Pacific Premier Trust through the years.
Scroll through our timeline to learn about our 30+ year history.
PENSCO (now Pacific Premier Trust) was founded on December 6, 1989.
First alternative asset custodian to enable clients to view their transactions and asset holdings online.
First alternative asset custodian on the Internet.
Pioneered our Power Professional Directory, a national reference database of professionals who know how to work with alternative asset investments: Registered Investment Advisors, CPAs, attorneys, and other professionals.
First alternative custodian to offer online IRA application.
First alternative custodian to provide automatic email notifications of each transaction.
First alternative custodian to host a national symposium on self-directed alternative asset investing for CPAs, attorneys and financial advisors.
Our founder, Tom Anderson, becomes President of the Retirement Industry Trust Association (RITA), which advocates for and educates both consumers and professionals about the self-directed IRA industry.
Acquired the self-directed IRA business of Lincoln Trust, a Denver alternative asset custodian, to become the nation’s largest independent custodian of alternative investments by assets at the time.
Launched the award-winning Alt-Nav™ online investing platform.
Acquired by Opus Bank, operating as a wholly-owned subsidiary.
Our Alt-Nav platform is recognized for “Most Innovative Technology Solution” at 2016 HFM US Technology Awards.
The company is chosen by many of the nation’s most well-known broker-dealers, such as Morgan Stanley and UBS, as successor custodian for their clients holding alternative assets in IRAs.
Launches Custodian Connect™, an API-driven solution providing investment platforms a fully integrated end-to-end and paperless process for providing their clients the option to invest via an IRA.
Recognized by WealthManagement.com for Alt-Nav™ online investing technology.
Launched Fund Custody Services for Private Funds. With 30 years of alternative asset custody experience, we can now custody private funds and help Fund Managers or Registered Investment Advisors comply with the Custody Rule.
On June 1, 2020, PENSCO joins Pacific Premier Bank and becomes Pacific Premier Trust.
1 Source: S&P Global. Market data as of June 8, 2020. Financial data as of March 31, 2020. Defined as banks headquartered in AZ, CA, ID, MT, OR, WA, and WY with shares listed on the NASDAQ, NYSE, or OTC exchanges. Sorted by total assets.
2 Pacific Premier Bancorp, Inc. approximate total assets as of 09/30/2020. Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.