RETIREMENT PLAN INVESTMENT MANAGEMENT

Free up quality time and outsource fiduciary risk

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.

OUR PROCESS

A full range of services

INVESTMENT SELECTION AND MONITORING

PLAN DOCUMENTATION

STABLE VALUE ANALYSIS

TARGET DATE SUITABILITY ANALYSIS

PROPRIETARY INVESTMENT REPORTING

MANAGED ACCOUNTS

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).

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