Investment Services

Selecting, Monitoring and Managing Your Investments

Choosing the right investments for your employer-sponsored retirement plan can be a daunting task. We can help you select the investments and investment managers that benefit your employees—then monitor and manage those investments for the best possible returns. You can also hire us on as a 3(38) Investment Manager to select investments on your behalf—allowing us to alleviate some of your risk.

How We Can Help You

 

Investment Research and Selection

To help you select the best investments for your retirement plan, we go beyond generic reports. Instead, we conduct quantitative and qualitative research by gathering information on the investment fund manager's tenure, the fund’s risk and expenses and institutional history and size. Avoiding shortcuts allows us to deliver the most thorough investment research, so you can make informed decisions on behalf of your plan participants.

 

Investment Monitoring

We will use our proprietary system to monitor and manage your investments so you can see why investments are either over-performing or under-performing. If an investment’s performance fails to meet expectations, we will dig deeper into the history of that investment, then recommend you retain or replace that investment based on those additional uncovered factors.

Our Investment Team can also advise you on:

  • Selecting the investment lineup
  • Custom investment search methodologies
  • Asset allocation models
  • Proxy policy statements
  • Investment policy statements

Investment Team

The Investment Team includes Investment consultants and Investment analysts. Each member of the Investment Team is a Certified Financial Analyst (CFA) or is actively pursuing the CFA designation. The CFA program bridges academic theory, current industry practice and ethical standards, promotes real-world portfolio management skills and is the most respected and recognized investment designation in the world.

Meet the Team Leader

 
Cody Mendenhall
Cody Mendenhall

Cody oversees the Investment Team to help employers select the best investments for their retirement plan, and then monitor those investments for the best possible return. Cody is a Certified Financial Planner™ professional, and holds a Master of Business Administration from Missouri State University. He has been with Pension Consultants since 2007.

 

Investment Blog

 

Keep Up With Us

Jul
13
2017
2nd Quarter 2017 Capital Market Review

by in Investment, Retirement Industry Updates

The 2nd quarter of 2017 continued the streak of new highs in equity markets.  While this bull market has already lasted longer than most; investors still seem to be overly cautious, expecting a pullback at any moment.  However, this nervousness is likely the reason the pullback has not happened. The longer the nervousness continues, the […]Read More

Apr
25
2017
1st Quarter 2017 Capital Market Review

by in Individuals, Investment

While capital markets experienced some volatility during the first quarter of 2017, it was significantly tamer than the tumultuous first quarter of the same time last year. The stabilization of oil prices and the consistent signs of economic stability, globally, set the backdrop for positive gains in the first quarter. The political climate in the US, […]Read More

Jan
27
2017
Q4 2016 Capital Markets Review

by in Individuals, Investment

The 4th quarter of 2016 was another remarkable quarter. For the second time in 2016, the market was upended by an unexpected election result. In the biggest surprise since the Brexit vote, Donald Trump was elected President of the United States. The market reaction was as strong as it was unexpected. Large U.S. companies (S&P […]Read More