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ProNvest

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ProNvest

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ProNvest seeks to restore pension fund discipline to the defined contribution, retirement funding process by providing participants with actuarially sound and financially prudent retirement planning. We accomplish this with a unique and robust solution that provides consistent, unbiased education and participant specific advice. Furthermore, our Participant Service Organization is designed to recognize the reality that participant’s skills can vary widely across each organization. To address this important concern we deploy multiple strategies to deliver our message and the option for participants to reach out at any point in the planning process to work directly with one of our Retirement Counselors, via the phone or internet chat.
The ProNvest solution creates an environment where participants can succeed on their own or exercise the option to hire ProNvest as a discretionary manager. The option to hire a professional money manager is particularly important when sponsors consider that there will always be a segment of their workforce that is unwilling or unable to execute a prudent plan. Even among the most able and most willing, some may fail to maintain the discipline needed to fund retirement and desire to hire a manager to foster the process.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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