Corporate Pensions:

Defined Contribution


Individual Investors


Corporate Pensions:

Defined Benefit 

 

Our Services

building your assets

 PANTER AND KELLY FINANCIAL LLC

A LEADER IN INSTITUTIONAL INVESTMENT SOLUTIONS

Panter and Kelly Financial LLC is an investment advisory firm overseeing corporate pension and charitable foundation assets, primarily in the healthcare and hospital sector. Our professionals combine a wealth of financial experience with an unparalleled level of client service, to provide one of the best investment platforms in the industry today. 

 


 

In today's business climate, a properly structured and managed defined benefit plan is critical to a company's financial health. Our solution enables clients of any size to realize significant cost savings, improved risk-management and investment diversification, while relieving company personnel of considerable administrative and fiduciary responsibilities - allowing them to focus on their core business mission.

 

Our defined contribution platform includes a wide variety of world-class investment managers and highly customized participant education, resulting in increased employee satisfaction and fiduciary protection.