Pasi Investments, LLC

PASI Investments, LLC is a registered investment adviser established in 2007 and based in Connecticut. The firm specializes in providing discretionary and non-discretionary investment advisory services on a fee basis. PASI offers pension consulting and pension investment management services, focusing on retirement plan consulting for business owners and investment advice for sponsors of retirement plans like 401(k) plans. The firm also provides investment advice to individuals, particularly those nearing retirement or in retirement, developing tailored investment policy statements for their accounts. PASI's annual investment advisory fee ranges between 0.10% and 1.50% of the market value of assets under management or a fixed fee. The firm does not charge performance-based fees and acts as a fiduciary to clients, subject to specific duties and obligations under ERISA and the Internal Revenue Code. PASI primarily invests in mutual funds and ETFs, with a focus on fundamental analysis, mutual fund and ETF analysis, and collaborative research to assess investments. Clients have the option to impose restrictions on investments, and PASI does not have authority to vote proxies on behalf of clients. The firm does not have any financial commitments that impair its ability to meet contractual and fiduciary commitments to clients. For any questions or further information, clients can contact the Chief Compliance Officer, Melanie Hancock Brown.