A complete list of active advisors currently associated with Pension Partners, LLC

Warmer can help you find a great advisor at Pension Partners, LLC or one who fits your needs even better.

Pension Partners advises high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities, providing discretionary portfolio management and pension consulting services. The firm reports approximately $23 million in discretionary assets under management and additionally advises on investment options for a substantially larger pool of retirement plan assets. The firm implements model and asset‑allocation portfolios under discretionary authority and uses a mix of fundamental, technical and charting analysis, with strategies that may include leverage, options, and both long‑ and short‑term positions. For plan sponsors Pension Partners prepares investment policy statements, selects and monitors mutual fund and ETF options, and provides participant education, and it may enter into performance‑based fee arrangements with qualified clients in selected engagements. Pension Partners is notable for acting as a sub‑adviser/private fund adviser to pooled investment vehicles and for managing pooled vehicles in addition to individual accounts, a combination that is uncommon among solo independent advisers. Its substantial pension consulting business and the firm’s focus on higher‑value and institutional plan clients, relative to its modest discretionary AUM, further distinguish its client mix and service model from many peers.

To learn more about the advisors currently working at Pension Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.