A complete list of active advisors currently associated with Sensus Investment Management

Warmer can help you find a great advisor at Sensus Investment Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sensus Investment Management, 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.