You can count on our centralized service model that truly gives you the best of both worlds—a boutique advisor experience combined with the strength and resources of a nationally recognized firm.
The Pensionmark, A World Company Difference
We tailor solutions for our clients with full flexibility in compensation structures, product and investment choices, and fiduciary services. As a CEFEX advisory firm, we adhere to the Global Fiduciary Standard of Excellence and are audited annually to ensure we act in the best interest of investors.
We have dedicated specialists across all disciplines—investment, financial wellness, plan design, ERISA, and participant communications—allowing for efficient and effective outcomes for our clients.
We blend traditional quantitative analysis with qualitative research and behavioral finance to go beyond typical performance metrics. Plus, we provide ongoing fee and service comparisons to ensure you have the plan best suited for your needs.