Client Services

Pension & Profit - Sharing Trusts

At Gofen and Glossberg, we recognize that pension and profit-sharing plans are critical to institutions seeking to attract and retain valued employees. That’s why we work diligently with fund trustees and administrators to ensure future retirement security for employees.

A DUAL PERSPECTIVE, TWO FINANCIAL GOALS

Pension fund and profit-sharing plan administrators have a dual perspective: preserve savings and ensure growth of capital for long-term retirement security. The portfolio managers at Gofen and Glossberg have been providing professional investment advice and services to plan administrators and trustees for more than 65 years. We have the expertise and experience to help navigate complex and volatile investment markets, and stay current on the latest government rules and regulations, to ensure that the funds are available when they are needed.

A PERSONALIZED APPROACH TO PORTFOLIO MANAGEMENT

Not all retirement funds are exactly alike, and that is why our personalized approach to portfolio management is our hallmark. A fund may seek all equity management, all fixed income management, or balanced account management.

To develop the appropriate strategy for a pension fund portfolio, we may begin by examining benefit formulas, vesting requirements, and a company’s ability to contribute to the plan’s assets over time. We determine the specific needs of the fund by asking whether the primary goal is to reduce pension fund costs, improve retiree purchasing power, or perhaps reward key employees. We balance the fund’s goals and employees’ retirement needs with the desired level of risk.

Carefully integrating safety, income and growth objectives, we evaluate current investment holdings in light of long-term plan requirements. In the end, a specific strategy and a tailored portfolio is created to meet a fund’s specific needs and objectives.

If you are a pension or profit-sharing plan administrator or trustee, we invite you to call for an appointment to review your fund’s position and its ability to meet current and future needs. 

For more than 80 years, clients have turned to Gofen and Glossberg for financial advice and long-term planning. As independent investment counsellors, we provide portfolio management services for individuals, families, insurance companies, non-profit organizations, trade associations, and corporate entities.