Pentegra :: Investment Services

THE PENTEGRA INVESTMENT SERVICES ADVANTAGE

THE PENTEGRA INVESTMENT SERVICES ADVANTAGE

CONSIDER THIS: Unlike an investment firm, mutual fund or insurance company, Pentegra offers an unbiased approach to retirement plan investment management, free of proprietary fund requirements.

At Pentegra, we look at the investment selection from a different perspective. Are the investment offerings distinctly different and consistently describable in terms of investment characteristics and benchmarks? How does the performance look relative to benchmarks? Are the funds appropriate for retirement plan investing? Our independent heritage guides our investment philosophy and process.

We believe that a consistently applied, flexible, investment process is the best way to achieve strong long-term performance results. We combine quantitative and qualitative analyses in selecting the appropriate mix of fund offerings for a plan's investment menu, constructing "best in breed" investment menus that include a broadly diversified combination of the major asset classes and funds that are suitable for retirement plan sponsors and participants.

Independent and unbiased. That's an advantage.


INVESTMENT SERVICES

  • Investment Policy Statement
  • Development of Comprehensive Investment Fund Menu
  • Qualitative & Quantitative Investment Analysis
  • Investment Manager Selection & Ongoing Oversight
  • Investment Select List
  • Ongoing Monitoring of Funds
  • Asset/Liability Analysis
  • Quarterly Performance Reports & Periodic Policy Reviews


INVESTMENT PLATFORMS

  • Investment Fiduciary Platform
  • Mutual funds with Institutional pricing
  • Access to both passively and actively managed investment options
  • Collective trust institutionally-managed indexed fund platform
  • Flexible open architecture trading platform - Over 12,000 funds from more than 300 fund families
  • Asset allocation portfolios with distinct and consistent risk/reward profiles
  • Self-directed brokerage account with a choice of over 2,000 mutual funds from over 300 fund families as well as individual securities
  • Employer stock or CDs as plan investment options