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Self-Directed IRA’s
Individuals interested in investing in the RSF Social Investment Fund through their IRA accounts may do so by opening a self-directed IRA using PENSCO Trust Company or Sterling Trust Company as a custodian. PENSCO is a special asset custodian for Traditional, Roth Education, Rollover or SEP IRAs. Sterling Trust Company, founded in 1984, provides administration, record keeping and asset custody services for self-directed individual retirement accounts, qualified business retirement plans, and personal custodial accounts.
To request an account kit to establish a self-directed IRA, please contact them at:
PENSCO, Inc.
450 Sansome Street
Fourteenth Floor
San Francisco, CA 94111
toll-free: 888.4PENSCO ext. 5617
phone: 415.274.5600
www.pensco.com
Sterling Trust Company
7901 Fish Pond Road
Waco, TX 76710
toll-free: 800.955.3434 ext. 5212
fax: 254.776.1026
www.sterling-trust.com
Note: RSF Social Investment Fund, Inc. is not affiliated with PENSCO or Sterling Trust but has arranged with these companies to make investments possible through self-directed IRA’s. RSF has not endorsed any products of these companies.