Investments

We help our clients manage their assets by building diverse portfolios

Our recommended strategy may include an array of:


Mutual Funds 

Mutual funds

Annuities 

Fixed and variable annuities

Managed Accounts 

Managed accounts

Our independence allows us to utilize an institutional management approach. Because we continuously conduct due diligence and performance reviews, we are able to recommend replacement of managers that no longer meet our criteria or our clients’ objectives.

Investment advisory services offered through Kainos Partners, A Pensionmark Retirement Firm. Pensionmark Financial Group, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Certain employees of Kainos Partners, Inc. are investment advisory representatives of Pensionmark. Kainos Partners, Inc. employees may also be registered representatives of CapFinancial Securities, LLC, Member FINRA/SIPC.