Pension Fund Investment Advisory Built for Assisting Trustees.
Disciplined investment advisory services, liability-aware strategy, and governance support for defined benefit plans in Connecticut and New England.
Managing a pension fund is unlike managing any other pool of assets. The beneficiaries are not abstract — they are real people who built careers, made contributions, and are depending on this fund to deliver. The legal obligations are not optional — ERISA governs every investment decision, every fee disclosure, every governance process. And the stakes of a poor decision are not personal — they affect the retirement security of every participant on your plan's books. We built our pension advisory practice around one principle: the people behind every line on your fund's balance sheet deserve disciplined investment advice and well documented investment governance. That is what we aim to provide — to every pension client, regardless of plan size.
What Pension Fund Trustees Can Expect From Tierney Wealth
Investment Strategy Designed Around Your Plan's Obligations
A pension fund is not an endowment. It exists to meet specific future payment obligations to specific beneficiaries. Every investment decision should be made in the context of those liabilities — their timing, their duration, and their sensitivity to interest rate movements. We design investment strategies designed around your plan's liability profile, not borrowed from a generic balanced portfolio model.
Governance Documentation for Trustees
Every pension client we advise operates under a documented Investment Policy Statement that reflects ERISA's prudent investor requirements — with clearly defined asset allocation parameters, performance benchmarks, permissible investment types, and review cadences. When a trustee makes an investment decision based on our guidance, the rationale is documented and maintained as part of the plan's governance process. We take it seriously because your beneficiaries depend on it.
Transparent Fees. Clear Disclosure.
Pension fund trustees have a duty to understand how their advisors are paid and whether those payments create conflicts. We disclose our compensation fully, in plain language, before any engagement begins. Whether our fees are based on assets under management, a flat fee, or connected to specific investment products, you will know — because your beneficiaries deserve transparency regarding how their advisor is compensated.
Systematic Review — Not an Annual Check-In
Plan assets do not stand still, and neither should your advisory relationship. We provide regular performance reporting, benchmark comparisons, and documented investment reviews at intervals appropriate to your plan's size and complexity. Trustees who engage with us know that plan monitoring is a structured, ongoing discipline — not a once-a-year conversation that happens when you are already concerned.
Bronwyn Tierney, CFA — Institutional Investment Expertise
Bronwyn Tierney, CFA, serves as our Chief Investment Officer. She brings hands-on experience managing institutional fixed income portfolios at MassMutual — at a scale and complexity that provides a deep understanding of the investment considerations defined benefit plans require. Pension clients work directly with Bronwyn, providing access to senior investment leadership throughout the advisory relationship.
“Every dollar in this fund represents a commitment earned through years of work.”
We approach that responsibility with the same care and diligence expected of the trustees charged with overseeing it.
Stanislav Lisovskiy, Financial Advisor, Tierney Wealth
