Keiretsu Forum, the world’s largest private equity angel investment network and PENSCO Trust Company, a leading alternative asset custodian announce today a partnership that will allow Keiretsu Forum’s angel investor members access to PENSCO’s custodial services to invest in private equity deals using retirement funds.
“We look forward to working with PENSCO to continue to add value to our angel investor members,” said Randy Williams, Founder & CEO of Keiretsu Forum. “I believe our members are looking for this kind of opportunity to use their retirement dollars to fund startups they believe in, and PENSCO, as a leader in the self-directed IRA business, is ready to serve this growing market.”
“Many investors are unaware that they can use money from self-directed IRAs to invest in private equity, private stock and real estate,” said Kelly Rodriques, CEO of PENSCO. “We think this partnership with Keiretsu will give more angel investors the ability to pursue their passion for investing in emerging businesses while diversifying their retirement funds beyond the typical stock market investments.”
Private equity includes investments in privately held companies and private equity funds, as well as hedge funds, Limited Liability Partnerships (LLPs) and Limited Liability Corporations (LLCs).
According to PENSCO, private equity is the fastest-growing investment held by its clients in self-directed IRAs, followed by real estate, unsecured notes, secured notes and precious metals.
Keiretsu Forum and PENSCO will hold an educational webinar on Thursday, April 3, 2014 from 1:00 p.m. to 1:45 p.m. PDT on demystifying the angel investment process. Accredited investors interested in attending the webinar can register on this link.
About Keiretsu Forum*
Keiretsu Forum was founded in 2000 by Randy Williams in the San Francisco Bay Area. With 29 chapters and over 1,100 accredited investor members, Keiretsu Forum is the world's largest invite-only angel investor network. Keiretsu Forum members provide early stage capital in the range of $250k - 2 million in high quality, diverse investment opportunities and collaborate in the due-diligence, but make their own individual investment decisions. Through the Keiretsu Forum, more than $400 million of capital has been invested into technology, consumer products, Internet, healthcare, life sciences and real estate companies. For more information, visit www.keiretsuforum.com.
PENSCO Trust Company has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989. As the industry’s premier self-directed IRA custodian, we know exactly what it takes to buy, hold and sell alternative assets in retirement accounts. As the trusted custodian of over $10 Billion in assets, PENSCO works with over 50,000 clients across the U.S. To learn more visit www.pensco.com or call (866) 818-4472.
*Keiretsu Forum is a facilitator bringing together investors and early stage companies offering generally high-risk investments. Keiretsu Forum is not affiliated with the presenting companies and does not endorse, invest in, assist with investment in or recommend any of the companies (or the securities of such companies) that may seek funding through Keiretsu Forum members, and receives no success fees or other compensation for any funding that may occur (although Keiretsu Forum members and/or volunteers may have an economic interest or affiliation with presenting companies which Keiretsu Forum requires they disclose). Accordingly, any information or representations given or made by any presenting companies must not be relied upon as having been reviewed for accuracy or authorized by Keiretsu Forum. Any offers to, or investments made, by a member of Keiretsu Forum will be to or in his, her or its individual capacity and not on behalf of Keiretsu Forum. Consequently, investors must conduct their own due diligence in connection with any investment in companies, including but not limited to legal, tax and investment advice.
**PENSCO Trust Company 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. 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.
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