PENSION PARAMETERS FINANCIAL SERVICES, INC.

Overview

Pension Parameters Financial Services, Inc. is a small, fee-based advisory firm that has been SEC-registered since 1991 and operates as a corporation owned by an individual. The firm’s client mix includes high-net-worth individuals, families and institutional relationships; its stated advisory activities are portfolio management for individuals and small businesses and pension consulting services. The business is carried out on a predominantly non-discretionary basis — the firm reports its assets as non-discretionary, which indicates clients retain final trading authority and the adviser provides recommendations and oversight rather than sole execution control. Investment activity is centered on pooled public funds rather than direct-stock strategies. The firm is not identified as an active ESG investor. Compensation is primarily a percentage of assets under management.

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Public Holdings

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Location & Offices