ProNvest's personalized participant investment program will support Sunwest Pensions' growth strategy
CHATTANOOGA, Tenn., Sept. 13, 2022 /PRNewswire-PRWeb/ -- ProNvest, a national provider of customized managed account services, announced that Tempe, Arizona-based Sunwest Pensions has selected ProNvest as their participant level 3(38) managed account partner.
The partnership will introduce Sunwest's existing and prospective retirement plan clients to ProNvest's full suite of participant-based fiduciary solutions including customized and personalized investment models, enrollment support, retirement education and financial wellness assistance.
"We have been searching for a managed account provider that can deliver both technology and in-person support to our advisor network, plan sponsor clients and plan participants," said Theresa Conti, President at Sunwest Pensions. "Their robust technology coupled with a hands-on approach will be valuable in helping us execute on our firm's growth strategy."
"We are delighted to partner with the Sunwest Pensions team, to seamlessly implement a highly personalized and comprehensive managed account solution for their clients," said Stephen Johnson, Vice President of Sales at ProNvest. "We are an advisor-centric partner and look forward to helping Sunwest advisors grow their business."
About ProNvest
ProNvest is an industry-leading managed account solution helping defined-contribution plan participants with professional account management and custom retirement planning. ProNvest matches innovative technology with money management to make investing intuitive for long-term investors. Partnering with plan providers and advisors across the country, ProNvest works to provide comprehensive retirement planning solutions, advice, and managed account services to plan participants. For more information about ProNvest, please visit http://www.pronvest.com
About Sunwest Pensions
Sunwest Pensions formed in 1998 provides clients with a flexible and innovative approach to qualified retirement plans. We are aware of what business owners go through in trying to create retirement plans that mean something to your company. Sunwest Pensions strives to create an environment for our clients that can take care of their retirement plan needs. Our staff has a culture of providing top notch service and communication to our clients. This includes guidelines for responding and communicating about their retirement plan. For more information about Sunwest Pensions, please visit http://sunwest-pensions.com
Media Contact
Caroline Martin, ProNvest, 1 4236029422, [email protected]
SOURCE ProNvest
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