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Funding a benefit plan demands acceptable levels of investment performance from the funds set aside to provide benefits. Pacific Pensions assists Plan Trustees in the investment management of plan assets.
PPBS Asset Services include:
Investment Strategy Recommendations
Investment Vehicle Options Research
Trust Portfolio Evaluation
Past Performance Research
We can also arrange for the offering of specialized and often exclusive investment vehicles through major brokerage, insurance and financial services providers, and can offer a caliber of investment opportunity not usually available to the trustee of most small-to-medium sized plans.
Fully licensed by the Financial Industry Regulatory Authority (FINRA), our securities representatives are skilled in the assessment and placement of Mutual Funds, Stocks, Bonds and Annuities offered by only the highest ranked investment and insurance companies in the market.
In addition, PPBS consultants are licensed in most states for the consultation and sale of life, health, long-term care and disability insurance programs and products.
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