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Sensus Investment Management

Updated today

Client AUM

$65,874,639

Clients

7

Advisors

1

of 1 employees

About

Sensus Investment Management Group LLC provides investment advisory services to corporate retirement plans and individual clients, offering discretionary portfolio management for pension plans and non‑discretionary pension consulting that covers investment strategy, asset allocation, investment vehicle selection and portfolio monitoring. As of December 31, 2025, the firm reported about $65.87 million in assets under management, approximately $58.78 million of which were non‑discretionary pension consulting assets.

The firm follows a top‑down, quantitatively informed approach that emphasizes dynamic asset allocation, modern portfolio theory and cost control, using optimization methods to translate long‑ and intermediate‑term macroeconomic views into asset‑allocation model portfolios across five risk profiles. To implement those allocations SIM may use index funds, ETFs, individual securities and a range of active instruments — including options, options writing, short sales and margin — and it generally does not pick individual securities for retirement plan portfolios.

Distinctive features include the firm’s concentrated business in pension consulting conducted largely on a non‑discretionary basis and its explicit use of derivatives and options strategies within managed accounts as part of portfolio implementation. The firm also integrates quantitative optimization with fundamental and technical research and maintains model portfolios designed to manage volatility, downside risk and investment costs.

Client services

Portfolio management Pension consulting

Expertise

Passive / index investing Active portfolio management

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Fee options

Percentage

$500,000 - $2,000,000: 1.25% $2,000,001 - $10,000,000: 1.00% $10,000,000+: Negotiable

Other

Account minimum: $1,000,000 Fee-only: Fees are based on assets under management; no commissions or other compensation from product sales.

Main office

560 Sylvan Avenue

Englewood Cliffs NJ 07632

Advisors at this office

1

Most active in

New Jersey

Also doing business as

Fgh Retirement · Opes Wealth Advisors LLC · Sensus Group · Sensus Investment Management · Sensus Investment Management Group LLC · Sensus Pension Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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