Providing efficient portfolio management and customized investment strategies

Pension Architects provides access to a variety of firms and professional money managers renowned for their experience and expertise. We believe a higher level of excellence can be achieved by providing a variety of investment options managed by teams of global research analysts and advisers.

Individually designed investment portfolios ranging from conservative for cash preservation, to aggressive for potentially greater returns, allow participants to efficiently tailor their investments to their own personal needs and risk tolerances.

DESIGNING CUSTOMIZED PORTFOLIOS ALLOWS ACCESS TO:

• A wide variety of money managers
• Active & detailed statistical monitoring
• Linked investments & administration
• Creation and adherence to an Investment Policy Statement
• Front-end checks and balances
• No wrap fees or annuities
• Personal access for participants and sponsor

DESIRE, DEDICATION, & DISCIPLINE

Pension Architects devotes its resources to a focused and energetic work ethic with a process that demonstrates our DESIRE to be the absolute best in the qualified plans industry. We are fully DEDICATED to bringing the highest quality investment advisory resources to plan sponsors and their employees. Our DISCIPLINED investment process assists both sponsors and their participants navigate through difficult market conditions seeking to maintain a consistent and measureable achievement.

Pension Architects is a comprehensive wealth management and financial advisory firm working directly with plan sponsors and their employees.

As a retirement plan advisor, Pension Architects uses innovative and time-tested strategies to help plan sponsors and/or their advisors and employees meet retirement objectives. Our sophisticated asset allocation analysis and research assist the plan sponsor in the fund selection process at both inception and over the long term to ensure that objectives are met in a fully compliant and documented fashion.

OUR STRATEGY

Optimally designed portfolios attempt to reduce risk without sacrificing potential market returns. We follow a 4-step process to create an investment strategy that meets the sponsor and their participants' needs and helps reduce the emotional component of investing. This disciplined approach helps clients stay the course during volatile and difficult market conditions.