The Services of Pension Portfolios

Flexible Investment Options to Suit Your Needs

Pension Portfolios has the broadest range of investment products (through Royal Alliance Associates Inc.) and services available in the financial marketplace.  The experience and expertise of your independent financial advisor can help you choose the combination that's right for you, from specific investment products that are suited to your goals with an emphasis on diversification.

Products and Services

Mutual Funds *

Annuities

Retirement Plans

Individual Retirement Plans (IRAs), Roth IRAs, Simplified Employee Pensions (SEP/IRAs), IRA Rollovers, 401(k) Plans, 403(b) Plans/TSAs, SIMPLE Retirement Plans, Profit Sharing Plans

Insurance

Term Insurance, Variable Universal Life**

Other Accounts and Services

529 Plans for College Planning, Uniform Transfers to Minors Act (UTMA)

Educational Services

Customized Company, Group & Club Generic Financial Planning Programs

**Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment.  Pension Portfolios is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.