Founded by Edward M. Dempsey, CFP® in 1999, Pension Partners, LLC offers its buy and rotate approach through mutual funds, separate accounts, and model portfolios. We offer a unique proprietary investment process that rotates offensively or defensively based on potential leading indicators of volatility.
Our core beliefs are:
- Long-term wealth generation begins with wealth preservation
- Risk should be managed before, not after, higher volatility in markets
- Volatility can be predictable and can be positioned for in advance
- Minimizing drawdowns is critical to long-term outperformance
- Alpha can be generated through active risk management