Financial Poise

Episode 65 with Christopher Orr

In Episode 65 of Accredited Investor Markets Radio, we learned from Christopher Orr how self-directed IRAs open the way for individuals to hold alternative assets, including interests in private equity funds. Orr points out that the time horizon of private equity investments can match up quite well with the time horizon of retirement funds, and are used increasingly to diversify retirement portfolios and enhance returns. Orr is Director of Institutional Products with PENSCO Trust Company.

You can find out more about Christopher Orr and PENSCO here.

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Twitter:  @PENSCOTrust
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About Christopher Orr

Christopher Orr is a Director, Institutional Products, at PENSCO, where he has spent the past five years helping clients meet their retirement savings goals by using self-directed IRAs.

Christopher started his career as a financial advisor, working with clients who invested primarily in exchange-traded products like stocks, bonds and mutual funds. Realizing he wanted to help clients access a wider array of options to meet their investment needs, he joined PENSCO. Through his work on PENSCO’s asset review team, Christopher gained experience with a variety of private equity investment types, from private corporate stock to hedge funds, LLPs to LLCs, and more. Today, he uses his broad expertise to help high net worth clients, advisors and asset sponsors accomplish their private equity investing goals using self-directed IRAs.

A native of San Francisco, Christopher holds a B.A. from California State, Long Beach, and, while working as a financial advisor, he held his Series 7 and Series 66.

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