Acting as fee-based money management consultants, Pension Partners, LLC uses a highly tax-efficient process to manage clients’ taxable investments. Employing an institutional money management approach, we analyze each investor’s risk profile and create custom portfolio allocations to match his or her profile. We then assign a discrete section of each portfolio to a specialist money manager and carefully monitor its performance against the market environment and the client’s evolving financial requirements.

Our investment decisions are not influenced by trading fees or commission-based relationships. We select equities, bonds, money markets, mutual funds and other investment vehicles based on your investment profile and goals. Our fees are calculated as a percentage of your portfolio value. Our success is dependent on your success.

For more information or to set up a consultation:
Contact us by e-mail, by phone at (212) 255-5000, or fill out our online form.