A strong investment portfolio is at the core of any well-executed retirement plan. Selecting and monitoring investments for an employer-sponsored plan is a tremendous responsibility and it can be difficult to trust that you’ve identified sound investments among endless investment options and trendy schemes, many of which are unproven.
As a fee-based, research-driven investment firm, Pension Consultants makes this process far less complicated for you. As a co-fiduciary, we provide unbiased insight based on thorough, unfiltered research into the investment selection process, and we structure your portfolio around investments that have out endured countless industry fads. We also believe it’s important for our clients to diversify their investments, for example while certain time-tested investment options are excellent tools, relying on them exclusively may limit the potential of your plan. We base our recommendations on strategies with, at minimum, a 20-year history.
Our quantitative investment monitoring is driven by procedural prudence; however, our investment consultants also communicate qualitative information on your investment options. Before we suggest an investment or strategy to you, we search for what is driving its success and how long that success is likely to persist. We help you segment and diversify your investment portfolio so that upon review we can easily identify which investments are doing well and which we can improve. We hold investments to the same high standard as we transition from the selection process to monitoring.
