I-Pension, LLC, is a boutique Massachusetts Registered Investment Advisory (RIA) firm. Our founders have more than thirty years of investment experience. We adhere to the highest fiduciary standard--which means your interests always come first.
We focus on personal attention, education, diversification, full disclosure and low cost to help secure maximum returns. Our goal is to provide you with a balanced approach to investing based on research, experience and the realities of the evolving global marketplace.
We believe that investment accounts outside your employee plan provide the best opportunity to experience all the benefits that I-Pension offers. Our value-based, portfolio growth strategies are designed from the full universe of investment options, conflict-free, without commissions from other firms.
For a no-cost 401(k) plan analysis and introductory consultation, contact us.