PENSION CONSULTANTS INC

RIASEC RegisteredEst. 1999

Total AUM

$5.4B

Discretionary

$2.5B

46% of AUM

Avg account

$35M

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: SPRINGFIELD, Missouri
CRD number: 113914
Registered since: July 23, 1999
Website: pension-consultants.com
Custodians: MATRIX SECURITIES, INC., EMPOWER TRUST COMPANY, LLC, JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans98.92%
HNWI0.86%
Individuals0.22%
Services: Portfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pension Consultants Inc is a corporate advisory firm that operates as a pension consultant and portfolio manager for both individual/family clients and institutional sponsors. Registered since 1999, the firm combines traditional pension consulting with ongoing portfolio management, periodic publications and client education through seminars and workshops. Its business model supports both discretionary and non-discretionary relationships and a flexible fee schedule that includes percentage-of-AUM, hourly, fixed and performance-based arrangements. Investment implementation is centered on pooled public funds and mutual funds, which make up the bulk of assets under management. At the same time, the firm allocates to external alternative managers — including hedge funds, real estate, commodities and oil & gas — using third-party specialists where it seeks strategies that complement public-market exposures, provide diversification and target income or absolute-return outcomes. Pension Consultants Inc does not identify as an active ESG investor.