Pentegra Investors is an institutional investment management firm specializing in serving retirement plans, pension funds, and other institutional clients. The firm offers outsourced chief investment officer services, portfolio management, model portfolios, and education and consulting services. Pentegra Investors manages assets using both active and passive strategies, focusing on long-term asset allocation and liability-driven investment strategies for defined benefit pension plans. The firm works primarily with institutional clients, including corporate retirement plans, financial institutions, governmental entities, and educational institutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable based on services, client type, account size, relationship, and asset composition.