Invest Today for Income Tomorrow.
I-Pension LLC is a registered investment advisor dedicated to helping middle-income working Americans optimize their savings during their working years and maximize their income stream during retirement. Despite having no minimum account size, we provide the same services that wealthy people receive – a holistic financial plan, a personalized investment strategy, and a dedicated advisor.
The I-Pension DifferenceWhereas most of our competitors focus on web-based tools, I-Pension focuses on personal relationships. We do not provide cookie-cutter guidance or an anonymous call center. Instead, we provide a one-on-one relationship with a dedicated investment advisor who understands the client's total financial situation.
Our FeesI-Pension is proud of our affordable fee structure, so we don't bury it in the fine print.
Employer-Sponsored Accounts
$1/day for accounts over $40,000 $.50/day for accounts under $40,000 Investment Accounts
1.0% annually using low-cost investment options |
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Investment Approach
We openly communicate our Investment Methodology to take the mystery out of our process. There is no "black box" or "special sauce." We believe in the power of diversification, low-cost investments, and prudent risk management.
Investor ResourcesWhile a little knowledge is indeed a dangerous thing, experts often throw so much information at us that nothing sticks. The I-Pension approach is to simplify complex concepts into bite-size chunks that can be understood and retained. Check out our learning library, investor tools, videos, and other resources.
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Jane Mancini Cautions Against Common Investing Mistakes
I-Pension CEO, Jane Mancini, explains how employers can engage 401(k) participants with easy-to-read statements and educate them in active retirement planning. Listen to the Podcast >
- Don't Get Scammed by Investment Spam
As an investment advisor, I get a lot of finance-related email offerings. And I'm frequently struck by the audacity - and absurdity - of these communications. Here's an example.
Jane Mancini "Better Business Bureau Today" Interview
I-Pension CEO, Jane Mancini, interviewed on the "Better Business Bureau Today" cable TV program.
Build an investment program you can live with. Begin your partnership with I-Pension today.
