ABOUT US

PENTEK Advisory Group has a special expertise in the fiduciary aspects of pension and investment consulting. We provide an extensive range of services to an assortment of institutional investors. From specializing in the innovative 401(k) along with the defined benefit and the traditional foundation, or endowment, we have the knowledge and experience to guide fiduciaries through the process.

At PENTEK, we provide such services as analyzing participant and company needs, searching for the proper vendors and pricing structure, navigating the fiduciary minefield, developing investment policies, asset allocation studies, money manager evaluations, performance measurement, participant education, communication and investment advice.

An important consideration for potential clients is firm ownership, PENTEK is independently owned and not affiliated with any brokerage, investment or other company. We are a fee for service company that is compensated solely by our clientele. This is a refreshing alternative in the marketplace.

PENTEK is a leader in providing pension and investment consulting services. Employing sophisticated technologies with extensive experience, we are able to provide notable solutions for our clientele with flexibility, expertise and prudence.
                                    

The PENTEK Advisory Group Uniform Code of Fiduciary Conduct
	Prepare written investment policies and document the process used to derive investment decisions. Diversify portfolio assets with regard to the specific risk/return objectives of participants/beneficiaries. Use professional money managers ("prudent experts") to make investment decisions. Control and account for all investment expenses. Monitor the activities of all money managers and service providers. Avoid conflicts of interest.