SST BENEFITS CONSULTING
Firm details
- Headquarters
- ALISO VIEJO, California
- CRD number
- 288129
- Registered since
- April 28, 2017
- Website
- sstbenefits.com
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
SST Benefits Consulting is a small, institutionally focused advisory firm that specializes in pension consulting and related institutional advisory services. The firm operates as a limited liability company and has been SEC-registered since 2017. Its business model is advisory and consultative rather than a traditional discretionary money manager: it provides pension consulting services to a handful of institutional clients and charges for advice on an hourly or fixed-fee basis. SST Benefits Consulting identifies as an active ESG investor and lists affiliations with other investment advisers, trust companies and insurance companies, signaling that it works alongside custodians and product providers rather than acting as a large-scale allocator itself. Investment activity centers on recommending and implementing pooled public investments — primarily public funds and mutual funds — to meet the asset allocation and liability-management needs of pension clients. As a pension consultant, the firm’s manager-selection focus will typically emphasize manager structure, fees, liquidity profile and alignment with a plan’s long-term liabilities. Given its institutional client base, SST Benefits Consulting’s allocations and manager decisions are likely geared toward risk management, diversification and plan-level objectives rather than retail-style model portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2MICHAEL LAMENA
Chief Executive OfficerCRD 2797064
BRIAN YU
Chief Compliance OfficerCRD 5325544
Contacts
3 of 7MICHAEL GOSS
Managing PartnerCRD 2557044
CARL NELSON
Executive Vice PresidentCRD 2243802
BRETT RONALD SCHNEIDER
Executive Vice PresidentCRD 5636953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALISO VIEJO, CA
ORANGE
Location
ALISO VIEJO, CA
Headquartered in ALISO VIEJO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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