Our philosophy draws on the principles of life cycle finance. We believe retirees need predictable, stable income that can finance their needs and free them from worrying about financial markets. We use techniques from our years of academic training and financial industry experience to deliver the same security that earlier generations enjoyed with traditional pension plans—while also offering the flexibility and control that retirees need.
Our difference is that we target income as the investment goal. We manage retirees’ assets to maximize the odds they’ll have the income they need each year in retirement and minimize potential shortfalls. Our solutions are tailored to aid planning, manage risk, and maximize stable income by integrating all assets and income sources.