KEEFER PENSION CONSULTING, INC.

Overview

Keefer Pension Consulting, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client relationships are weighted toward advisory, fee-based work and it charges clients on a percentage-of-assets-under-management basis. Investment activity is centered on public funds and mutual funds, which make up the bulk of client portfolios. The firm also uses third-party hedge fund managers to provide alternative exposures. Keefer Pension Consulting maintains predominantly non-discretionary relationships, meaning the firm typically provides recommendations and plan-level oversight rather than full discretionary trading authority for client accounts. The adviser does not identify as an active ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices