Founded by Edward M. Dempsey, CFP®, Pension Partners, LLC offers its ATAC approach to inflation rotation through its mutual fund and separately managed portfolios for various clients nationwide, ranging from small businesses and foundations, to individual pension and non-pension accounts. We offer a unique proprietary investment process that enables us to accelerate time and capital spent in potentially outperforming investments.
At Pension Partners, we believe that investment portfolio management means something different than what Wall Street considers it to be. Rather than manage money to a specific asset class at all times, we offer portfolio management which is not dependent on a particular market generating that performance. We believe investment management means having the flexibility and ability to allocate money as conditions dictate, and control that process through continuous monitoring of changing market environments.
Want to learn more about ATAC and our investment management services? Email us and a representative will get back to you.