General Investing >> Money Manager Interviews >> October 7, 2013

A Buy-and-Rotate Approach to Investing in Equities and U.S. Treasuries

Dempsey, Edward M.
Edward M. Dempsey, CFP, is the Founder and Chief Investment Officer of Pension Partners, LLC. For over 20 years, Mr. Dempsey has provided professional management and advice in the areas of pension planning and investment management. He has built a reputation for being an alternative manager, able to position client portfolios in ways that traditional Wall Street firms don't in an effort to continuously maximize the amount of time and capital spent in potentially outperforming investments. His clients include principals of closely held businesses, high-net-worth individuals, executives of large corporations and small endowments. Mr. Dempsey is a Chartered Financial Consultant and Certified Financial Planner. He is also a member of a number of industry associations including the Society of Financial Service Professionals and the Institute for Investment Consultants. Profile
TWST: Tell us a little bit about Pension Partners.

Mr. Dempsey: I founded the company in 1999 as Pension Partners, because it supported really managing pension plans. In 2002, I met