Overview

Founded by Edward M. Dempsey, CFP® in 1999, Pension Partners, LLC offers its buy and rotate approach worldwide through mutual funds, separate accounts, and model portfolios. We offer a unique proprietary investment process that rotates offensively or defensively based on historically proven leading indicators of volatility.

Our core beliefs are:

  • Long-term wealth generation begins with wealth preservation
  • Risk should be managed before, not after, higher volatility in markets
  • Volatility is predictable and can be positioned for in advance
  • Minimizing drawdowns is critical to long-term outperformance
  • Alpha can be generated through active risk management