ExpertPlan Partnership Offers Access to Non-traditional Investments

The move will enable ExpertPlan to support non-traditional investments such as closely held stocks, trust deed notes, tax liens, real property, LLC’s, and promissory notes, according to a press release.

“By partnering with American Pension Services, ExpertPlan can now offer investors the opportunity to structure a more balanced retirement portfolio with access to both traditional and non-traditional investments,” said Ross Brown, senior vice president of Sales and Relationship Management, in the release.