---
title: "Vital Signs #101: PENSCO & HealthiosXchange, Crowdfunding"
description: PENSCO LAUNCHES “THE PENSCO MARKETPLACE™” – A FIRST-OF-ITS KIND RESOURCE, Crowdfunding
image: https://www.sjordanassociates.com/hs-fs/file-782474908-png/images/pensco.png
---

![](https://www.sjordanassociates.com/hs-fs/file-782474908-png/images/pensco.png)

# Vital Signs #101: PENSCO & HealthiosXchange, Crowdfunding

 Published by [ Scott Jordan ](https://www.sjordanassociates.com/blog/author/scott-jordan) on  Wed, Aug 06, 2014 @ 03:53 PM

![describe the image](https://www.sjordanassociates.com/hs-fs/file-782474908-png/images/pensco.png?width=410&height=159&name=pensco.png)

**NEWS RELEASE**

*Visit *[*www.pensco.com*](http://www.pensco.com/)*     Follow us *[*@PENSCOTrust*](https://twitter.com/PENSCOTrust)*     Read the *[*PENSCO blog*](https://www.pensco.com/media-center/blog/)**

 

Media contact:

Davis MacMillan

T: 718-801-8862 / [pensco@neibartgroup.com](mailto:pensco@neibartgroup.com)

** **

**PENSCO LAUNCHES “THE PENSCO MARKETPLACE™” – A FIRST-OF-ITS KIND RESOURCE FOR THE ALTERNATIVE INVESTING NEEDS OF INDIVIDUAL INVESTORS**

https://www.pensco.com/learn/the-pensco-marketplace/crowdfunding-sites/

***New Marketplace initially features six crowdfunding sites, expanding clients’ access to private placement opportunities***

 

**SAN FRANCISCO, August 6, 2014 –** Recognizing the growing interest among individual investors to hold alternative assets in their self-directed retirement accounts, but realizing the challenge in being able to locate and invest in private placements, PENSCO announced today the launch of [The PENSCO Marketplace™](https://www.pensco.com/learn/the-pensco-marketplace/overview/), a first-of-its-kind network of providers, products and services for alternative asset investors.

 

“Our goal is to be the go-to resource for individual investors and their advisors who want to hold alternative assets in their retirement accounts,” said Kelly Rodriques, CEO of PENSCO. “Whether it is seeking a private placement opportunity in the expanding crowdfunding space, or using IRA funds to invest in a condominium or office complex, we will make it possible for investors to find the resources they need to help meet their long-term investment goals.” 

 

As part of the launch, PENSCO is working with a number of new crowdfunding sites that give accredited investors access to private placement opportunities in a variety of industries. PENSCO has pre-reviewed many of the offerings found on the participating crowdfunding sites in an effort to expedite the ability to accept qualified retirement dollars. The crowdfunding sites initially featured include: CircleUp, FundRise, HealthiosXchange, I-Bankers Direct, Rock The Post (a Onevest company), and Zanbato.

 

“Equity-based crowdfunding is an area that we are watching closely, as it continues to gain traction among self-directed IRA investors who are knowledgeable and passionate about investing in this space,” remarked Rodriques. “As more of these platforms come to market, we want to provide exposure to these investments for our existing and prospective clients.”

 

To learn more about how to use funds from an IRA to invest in crowdfunding, take a look at our blog post [“Think Outside the Stock: Crowdfunding and the Evolution of Private Equity Investing”](https://www.pensco.com/media-center/blog/think-outside-the-stock-crowdfunding-and-the-evolution-of-private-equity-investing#.U-ETd-NdVfg) and listen to our webinar “[Harnessing the Crowd: Understanding the Benefits of Equity Crowdfunding.”](https://www.youtube.com/watch?v=HX77O2qGSZ0) ****

** **

In addition to the crowdfunding sites, the launch of The PENSCO Marketplace™ also includes professional resources, such as access to attorneys and accountants who specialize in real estate, private placements and various other alternative investments and may be needed to help an investor facilitate his/her alternative asset investment.  PENSCO plans to actively expand the marketplace in order to help investors connect with the investment opportunities and professional resources they are looking for now and into the future. ****

**-----**

**About PENSCO  **

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 trusted custodian of over $11 billion in assets on behalf of more than 45,000 clients, PENSCO works with asset sponsors, financial institutions, and financial advisors, as well as self-directed investors who typically have a point of view about alternative investments based on their own knowledge or expertise and want to put their tax-advantaged retirement dollars to work in these opportunities.   

To learn more visit [www.pensco.com](http://www.pensco.com/)

 

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. PENSCO is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor; including any who are listed in The Marketplace. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. The list of individuals in The Marketplace should not be considered a complete list of individuals/firms with whom you may work, and is being provided for informational purposes only. It is not intended as an individual recommendation, and each individual is encouraged to perform their own due-diligence on any financial professional with whom they intend to work.

 

Tags: [Crowdfunding](https://www.sjordanassociates.com/blog/topic/crowdfunding), [Self-Directed IRA's](https://www.sjordanassociates.com/blog/topic/self-directed-iras), [PENSCO](https://www.sjordanassociates.com/blog/topic/pensco)

[Back to Blog](https://www.sjordanassociates.com/blog)

- [Tweet](https://twitter.com/share)

## Related Articles

<https://www.sjordanassociates.com/blog/bid/391558/Vital-Signs-99-Self-Directed-IRA-s-Meet-Crowdfunding>

## [Vital Signs #99: Self Directed IRA’s, Meet Crowdfunding!](https://www.sjordanassociates.com/blog/bid/391558/Vital-Signs-99-Self-Directed-IRA-s-Meet-Crowdfunding)

 Let's get this obvious statement out of the way! Investing in the seed/early-stages of a company’s...

[Read More ](https://www.sjordanassociates.com/blog/bid/391558/Vital-Signs-99-Self-Directed-IRA-s-Meet-Crowdfunding)

<https://www.sjordanassociates.com/blog/bid/391559/Vital-Signs-99-Self-Directed-IRA-s-Meet-Crowdfunding>

## [Vital Signs #99: Self-Directed IRA's, Meet Crowdfunding](https://www.sjordanassociates.com/blog/bid/391559/Vital-Signs-99-Self-Directed-IRA-s-Meet-Crowdfunding)

 Let's get this obvious statement out of the way! Investing in the seed/early-stages of a company’s...

[Read More ](https://www.sjordanassociates.com/blog/bid/391559/Vital-Signs-99-Self-Directed-IRA-s-Meet-Crowdfunding)

<https://www.sjordanassociates.com/blog/bid/382942/Vital-Signs-88-Crowdfunding-and-the-Direct-Investing-Revolution>

## [Vital Signs #88: Crowdfunding and the Direct Investing Revolution](https://www.sjordanassociates.com/blog/bid/382942/Vital-Signs-88-Crowdfunding-and-the-Direct-Investing-Revolution)

 A recent AngelList announcement highlights a revolution in the financial markets giving Limited...

[Read More ](https://www.sjordanassociates.com/blog/bid/382942/Vital-Signs-88-Crowdfunding-and-the-Direct-Investing-Revolution)