Simple and Affordable Money Management

Investment Advice for the People Who Need It Most

Every company has an "elevator speech" to describe its corporate culture and beliefs. More often than not the elevator speech is an advertising tagline that doesn't have a lot to do with how the firm truly operates.

At I-Pension LLC, our elevator speech represents our mission, vision, and core value system. I-Pension is dedicated to simplicity and affordability -- from the ground floor to the penthouse.

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The I-Pension Elevator Speech

1st Floor
We provide professional money management for the people who need it most -- middle class Americans.

2nd Floor
Unlike most financial advisory firms who cater to clients with at least $250,000 or $500,000 of savings, we have no investment minimums.

3rd Floor
Despite having no minimum account size, we provide the same services that wealthy people receive -- packaged in asset allocation models designed to fit every investment temperament and time horizon.

4th Floor
And we make it all very affordable -- charging just $1 a day for 401(k) and 403(b) accounts (or $.50 a day for balances under $40,000) and 1% of assets for non-employer-sponsored accounts.

5th Floor
To top it off, we accomplish all this via personal attention with an investment advisor dedicated to your account and your needs. We’re not a virtual company -- we’re a people company.

	Open an Account Begin your partnership with I-Pension. Click Here		Individual Investors Build an investment program you can live with. Click Here		Employers/Plan Sponsors Enhance your 401(k) without changing a thing. Click Here