PENSCO Trust Symposium – How Investors and Advisors Can Benefit from Fast-Growing Market in Alternative Assets

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The PENSCO Trust Symposium will educate registered investment advisors, wealth managers, real estate professionals and investors on the important rules, risks and benefits of diversifying beyond Wall Street options into alternative assets.

PENSCO Trust IRA Custodian

51 percent of households are "at risk" of not having enough to maintain their living standards in retirement

Leading self-directed IRA custodian, PENSCO Trust, will be hosting a symposium on investing in alternative assets in Boston on June 10-11, 2010. Mitch Anthony, author of “The New Retirementality” and other books, will be the keynote speaker. Anthony, who was recently featured in Robert Powell’s retirement column on MarketWatch, will explain how advisors and other investment professionals can build a better business model by shifting their focus from Return on Investment (ROI) to “Return on Life” (ROL).

This Symposium will educate registered investment advisors, wealth managers, real estate professionals and investors on the important rules, risks and benefits of diversifying beyond Wall Street options into alternative assets. According to The National Retirement Risk Index (NRRI) from the Boston Center for Retirement Research, “51 percent of households are ‘at risk’ of not having enough to maintain their living standards in retirement. “ Workshops will reveal a variety of little-known strategies for building richer retirement portfolios.

RIAs and professionals will preview the new PENSCO Institutional Platform (PIP), an innovative system designed to meet the growing demand for alternative investments.

Advisors Embrace New Ways to Help Investors Rebuild Tax-Free Retirement Wealth

Attendees will learn how to:

  • Diversify beyond stocks and bonds
  • Avoid prohibited transactions
  • Handle non-publicly traded asset valuations
  • Use leverage within an IRA to purchase real estate
  • Easily custody alternative assets

Symposium offers CE credits for RIAs and CPAs. Learn more and register at: http://www.penscotrust.com/education/events/symposium.aspx

About PENSCO Trust Company
PENSCO Trust Company specializes in providing custodial services to investors and financial advisors whose investors are interested in diversifying their portfolios to include alternative investments such as real estate and private equity. The PENSCO Institutional Platform (PIP) makes it easy for advisors to meet the growing demand for alternative investments and to differentiate and grow their practices. Founded in 1989 and a recognized leader in its industry, PENSCO has offices in New Hampshire and California and currently holds more than $3.0 billion in client assets under administration.

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Heather Anderson
PENSCO Trust Company
415.274.5600 ext. 5617
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