Wellesley business, Asset Strategy Consultants, and national firm Pensionmark announce partnership

Pensionmark® Partners with $7.5 Billion Asset Strategy Consultants

August 3, 2016 – Pensionmark’s newest partnership is the largest to date for the firm’s growing network. Asset Strategy Consultants (“ASC”) is very excited to announce that they are the first Boston based Consulting Firm to affiliate with Pensionmark® Financial Group.

Founded in 1991, ASC is a privately held, independent investment management consulting firm with over $7.5 billion in assets under management. The organization is focused on providing unbiased, customized consulting solutions to fiduciaries of endowments and foundations, retirement plans and insurance companies. Principals, Ted Herget, Al Morrison, and John Meehan (Baltimore), along with Regional Directors Kent Fitzpatrick (Boston), Clark Frese (Harrisburg), Ed Boyer (Pittsburgh), and Sara Morgan (Raleigh/Durham), welcome the opportunity to integrate the Pensionmark tools into ASC’s array of services through the Advisor Support Program (ASP). ASC is a SEC registered investment adviser.

This new partnership offers ASC, and their six offices, the leverage, strength, and resources of a national consulting firm while allowing them to maintain their independent business model and unbiased investment guidance. This structure is paramount to the client-advisor relationship and will provide a full-service relationship to their Defined Contribution Clients. ASC feels that their enhanced support on the employee-side will add great value for the Plan Sponsor by allowing them to provide solutions to participants by delivering a more comprehensive suite of services.

“As a part of our 25th Anniversary, I feel that expanding our services with Pensionmark is both a testimony to our strong foundation as consultants and our goal of always offering the highest level of service to our clients. We are confident that this new partnership will deepen our Financial Wellness and Retirement Readiness services to help employees retire with dignity,” commented ASC Co-founder, Al Morrison.

“ASC is a well-established, highly respected institutional consulting firm that brings capabilities well beyond your typical defined contribution practice. They are a great addition and will add tremendous value to our national network,” commented Troy Hammond, President & CEO Pensionmark.

About Pensionmark® Financial Group

Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.