Pacific Premier Trust offers our Institutional Partners several benefits for choosing us as a preferred custodian.
We can hold all your assets in one place including alternative assets (private equity) and standard assets (publicly-traded stocks, bonds, mutual funds, ETFs) — simplifying your custodial needs. Pacific Premier Trust also provides a convenient, paperless processing system that ensures a seamless investment experience.
Tap Into a Multi-Billion-Dollar Market
Until 2030, on a daily basis, almost 10,000 baby boomers turn 65, reaching retirement age. They will be looking to roll over their company-sponsored pension plans and 401(k)s into investment vehicles that give them the control they need. We can help you unlock this multi-billion-dollar opportunity.
Explore More Options With Self-Directed IRAs
Self-directed IRAs are retirement accounts in which the custodian or administrator allows for an IRA to go beyond the stock market and hold non-traded alternative assets. Traditional. Roth. SEP. SIMPLE. They can all be self-directed.
Holding alternative assets in retirement accounts requires specialized knowledge and expertise. That’s where we come in.
Private Fund Custody Solutions
As one of the most established and regulated independent custodians — with 30 years of alternative asset custody experience — Pacific Premier Trust can custody your alternative asset private funds and help you comply with the Custody Rule.
We can help you meet client expectations of transparency with quarterly statements that show fund-level positions and transaction activity. A dedicated Relationship Manager will be your point of contact to Pacific Premier Trust’s alternative asset fund custody expertise.
Enhance Your Online Investment Platform
Your new IRA investor clients can connect directly from your platform to Pacific Premier Trust with our API, Custodian Connect™. The integration provides uninterrupted opening and funding of an IRA, providing a seamless customer experience, all within your platform.
One of the Best Successor Custodians in the Industry
We provide end-to-end solutions for the transfer of existing IRAs holding alternative assets.
You will have a dedicated execution team with expertise in handling large transfers of Asset under Custody (AUC) IRA accounts. You’ll also get a dedicated deal review team and institutional quality relationship management and client service.