Your Fiduciary Investment Partner
Today, with institutions under pressure to pare budgets, simplify internal operations, improve returns, mitigate market and enterprise risk, as well as address increasing regulatory challenges, partnering with a fiduciary investment manager offers key advantages.
With over 70 years of experience, Pentegra can serve as a “partner” with your organization through our fiduciary investment management solutions team. We compliment your existing resources by helping you design and implement the right investment program as well as provide greater analytical and reporting capabilities, more complete risk management controls, stronger fiduciary protection, and access to best in class investment managers through comprehensive due diligence, scale and oversight.
Overseeing approximately $11 billion in client assets, Pentegra offers customized solutions specifically designed for the unique needs of:
- Banks and Credit Unions
- Corporate Defined Benefit Plans
- Foundations and Endowments
- Public Funds
- Healthcare Organizations
- Insurance Organizations
- Taft-Hartley Plans
Let us help you achieve your goals.