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We’re different by design.

For more than 70 years, we’ve delivered a different approach to every client solution. It begins with a strategic understanding of your needs, and putting those needs first. At Pentegra, integrity is more than just implied in our name.

No conflicts of interest
We are not a “Wall Street” firm, or owned by a larger financial services organization, mutual fund or insurance company. We do not manage or sell any proprietary products. We are independent and governed by our clients, and our focus has always been to enhance the value of our clients.

Unparalleled governance
We do not answer to shareholders, we answer to our clients. Our boards of directors are made up of our clients, Presidents and CEOs, who use our services and place their own futures in our hands. Our Boards serve with excellence and the highest ethical standards and sets the very same ones for our organization.

Unmatched Fiduciary Protection
With a legacy built serving as an institutional fiduciary. Pentegra offers a level of fiduciary protection that is unmatched in the industry. We deliver an unrivaled level of oversight and accept a higher level of responsibility than anyone else. Our fiduciary heritage shapes our culture.

Client driven culture
We were founded by our clients, are owned by our clients, and governed by our clients – simply, we exist for our clients. When we say we are “client driven,” it is not an empty marketing tagline, it’s our DNA. Our solutions begin and end with each client’s real life needs, objectives and goals. Today, we have more than 100 clients who have been with us for over 30 years and maintain a 98% client retention rate – we know of no other firm who can make this claim.

Comprehensive solutions
Whether you are a financial advisor seeking a fiduciary outsourcing retirement solution for your clients, a client seeking a benefits financing solution to fund an executive benefit plan, or an institutional investor looking for help with your balance sheet, our structure and collaborative culture enable us to align our full resources behind your needs. We deftly draw on our collective resources to create exceptional client solutions. Our clients and partners like the collegiality and informed level of discourse that are a regular part of our dialogue. They also appreciate the access to and continued involvement of our leadership. We provide clients a wealth of experience and knowledge.