Open an Account

Our ATAC approach to inflation rotation is currently being offered through our mutual fund and in separate account format through our primary custodian Fidelity.

Opening an account requires having an existing Fidelity account or opening a new one through www.fidelity.com. Upon a careful evaluation of your financial profile, a Composite is chosen and we are granted trading authority over the account, which remains in the name of the client and can be viewed daily like a standard brokerage account.

We request that new relationships with clients begin at a minimum of $1,000,000 depending upon which ATAC Composite is most appropriate. To learn more about our separate account services, call 212-255-5000, email solutions@pensionpartners.com or fill out our online contact form. Alternatively, we offer a mutual fund based on our ATAC strategies.