Pensionmark Partners with $3.0B Hooker & Holcombe’s Investment Advisory Group

By September 26, 2018

Contact: Renata Coimbra – (805) 456-7098 – Renata.Coimbra@Pensionmark.com

September 26, 2018 – Pensionmark is pleased to welcome Hooker & Holcombe’s Investment Advisory Group to the Pensionmark affiliate network, expanding their footprint in the Northeast Region. Based in West Hartford, CT, Hooker & Holcombe provides actuarial, investment advisory, consulting, administrative and compliance services to over 850 employer-sponsored Defined Benefit and Defined Contribution plans. Hooker & Holcombe is a team of industry experts that includes CFA charterholders, credentialed actuaries, Qualified 401(k) Administrators (QKA) and an Enrolled Retirement Plan Agent (ERPA) on staff.

Hooker & Holcombe’s Investment Advisory Group (HHIA) continues to be a Registered Investment Advisor (RIA) delivering institutional investment advisory strategies with a focus on fiduciary responsibility and participant financial wellness. Currently, HHIA services over $3.0 billion in assets under advisement. Their dedication to providing sound solutions supported by exceptional service is the cornerstone of their success. At the forefront of the strategic decision was Pensionmark’s Financial Wellness Program, which continues to achieve national recognition and supports affiliate offices on providing enhanced education deliverables and service to their clients

“We are pleased to be part of the growing Pensionmark family,” said Rodger K. Metzger, President and Chief Investment Officer of Hooker & Holcombe’s Investment Advisory Group. “We have always been structured as an independent advisor, and that independence will continue with this relationship. Pensionmark offers us leading technology, shared best practices and enhanced tools which enable us to elevate the exceptional service we already provide to our clients and their participants.”

“With a strong foundation of exceptional client service, Hooker and Holcombe’s Investment Advisory Group and their team of professionals will bring tremendous resources to our network of advisors. We are thrilled about the alliance,” expressed Mike Woods, Executive Vice President of Pensionmark.

“One of our top priorities is delivering the resources to help our clients achieve financial success.  We are excited about the new tools that will be available through our Pensionmark affiliation,” said Kathryn Pizzi, Managing Director, H&H Investment Advisory Group.

About Pensionmark Financial Group, LLC

The Pensionmark Financial Group network represents over 250 advisors and staff across 50 locations across the country with approximately 2,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

About the Pensionmark Advisor Support Program

Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, lead generation and proposal assistance, and compliance support.

 

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).