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 small-to-medium sized plans.