RETIREMENT PLAN INVESTMENT MANAGEMENT
A good investment isn’t always the right investment.
We look at investments differently.
Our process goes beyond typical performance metrics to serve diverse demographics and objectives. We blend proprietary qualitative and quantitative analysis with behavioral economics to establish and monitor the most suitable investment solutions for our clients.
A full range of services
INVESTMENT SELECTION AND MONITORING
STABLE VALUE ANALYSIS
TARGET DATE SUITABILITY ANALYSIS
PROPRIETARY INVESTMENT REPORTING
DEFINED BENEFIT ASSET ALLOCATION
MARKET AND ECONOMIC COMMENTARY
With Cota Street as your investment fiduciary you can focus on other priorities.
Ofﬂoad responsibility and risk associated with selecting and monitoring your plan’s investments by making Cota Street your ﬁduciary. You have the beneﬁt of our extensive investment expertise, infrastructure, support team, systems and compliance processes. It’s a turn-key solution,which frees you up to focus on areas where you can make the most impact, such as plan optimization and participant engagement.
Our company supports $48 billion in assets
The Pensionmark network of advisors and firms collectively provides support to over $48 billion in assets across a variety of channels including investment management and retirement plan consulting services This includes regulatory assets under management (AUM) of over $19 billion. Cota Street provides discretionary 3(38) investment services to over $3.4B in client assets. (As of 12/31/2019).