Pension Maxima Investment Advisory, Inc.

Overview

Pension Maxima Investment Advisory, Inc. is an independent registered investment adviser that serves both individual and institutional clients and acts as a capital allocator. The firm’s advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers and educational workshops. Its investment approach leans toward publicly traded equities as the core building block, supported by third‑party private placements and real estate when alternatives are appropriate. The firm also works with insurance products and mutual funds to meet income, risk‑management or legacy planning objectives. A notable operational trait is the large share of assets designated as non‑discretionary, which indicates Pension Maxima often advises on client‑held accounts or provides model/consulting services rather than exclusively managing discretionary portfolios. The firm’s relationship with insurance entities and its use of annuities point to a practice accommodating retirement income solutions and insurance‑based planning.

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Location & Offices