Fiduciary Pension Partners, LLC

Fiduciary Pension Partners serves individual clients — including high‑net‑worth individuals — and retirement plan sponsors, offering ongoing discretionary portfolio management and pension consulting services. The firm also provides subadvisor services and can select or recommend third‑party advisers to manage all or a portion of client assets.

The firm documents client goals and risk tolerance in an Investment Policy Statement and monitors accounts on a regular basis under discretionary authority. Its investment process employs a wide set of analysis methods (charting, fundamental, technical, cyclical, quantitative and modern portfolio theory) and typically implements strategies using mutual funds, ETFs (including precious‑metal ETFs), fixed income, annuities and TIPS.

Distinctively, Fiduciary Pension Partners reports managing roughly $74.8 million in discretionary assets while providing advice and consulting on approximately $1.96 billion in assets under advisement, indicating a significant pension‑plan consulting footprint relative to its managed assets. The firm’s representatives are also licensed insurance agents, and the brochure discloses fee‑sharing and revenue‑sharing arrangements with third‑party managers and vendors, which it identifies as potential conflicts of interest to be managed.