Separate Accounts

At Pension Partners, we are focused on generating strong risk-adjusted returns by employing a buy and rotate rather than buy and hold approach to investment management. We primarily invest using a quantitative approach which requires active portfolio construction.

Consider us your outsourced Chief Investment Officer. We review your risk/return requirements and position your account to take advantage of different periods in the economic cycle, focusing on wealth accumulation and preservation.

Separate accounts are available to select clients with account sizes above $1 million. Our ATAC strategy can also be accessed through our mutual fund.