We offer a flexible approach to plan investments so that you can offer your clients a comprehensive investment platform encompassing style-specific alternatives across a wide spectrum of asset classes.

The Pentegra Advantedge(k)SM offers you and your clients a sound, documented fiduciary process. Pentegra and its partners evaluate, identify, select and monitor all of the investments on our platform so that you can offer your clients a fiduciary process that includes an investment policy statement, investment evaluation and selection, and ongoing monitoring and performance reporting. The ERISA section 3(38) investment fiduciary oversight and responsibility that we offer relieve you of the burden of due diligence and ongoing monitoring of investments for your clients.

As an investment fiduciary, we offer the benefit of careful oversight of investment options for participants that are regularly scrutinized for appropriateness, provide rigorous style consistency and the opportunity for broad diversification and asset allocation-and the benefit of due diligence built around the fiduciary responsibility that we assume to ensure that plan investments are appropriate for a qualified retirement program.

Investment Services

  • Investment Policy Statement
  • Investment Evaluation and Selection
  • Investment Menu of Broadly Diversified Options
  • Ongoing Monitoring of Funds
  • Performance Reporting