About the Strategies

Pension Partners offers its strategies through mutual funds, separate accounts, and model portfolios.  Using leading indicators which are illustrated in our award winning papers, the investment process consists of three steps:

  1. Analyze.  Do conditions favor higher or lower stock market volatility?
  2. Rotate. Within the strategy’s stated objective, position accordingly.
  3. Evaluate.  Assess conditions on a near-term basis.  Rotations occur only when conditions change.

Key to our approach is the idea that one can mitigate the potential for significant loss in equity markets.  This is done by positioning defensively ahead of time either by using different asset classes or stock market sectors.