THE PENSION GROUP

Overview

The Pension Group is an independent registered investment adviser organized as a limited liability company that focuses on individual and family wealth management. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee mix includes percentage-of-assets, hourly charges and fixed fees, allowing for flexibility across client types and planning engagements. Investment posture is equity‑oriented: the firm shows a preference for exchange‑traded equities and manages assets on a discretionary basis. It is not an active ESG investor and is not registered as a multi‑state adviser. The Pension Group also performs third‑party manager selection when appropriate, indicating a willingness to blend in-house management with external strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices