ational Investment Managers Inc., founded in 2004, is a nationally based but regionally operated retirement services, pension administration and investment management business. The strategic business plan includes the acquisition and integration of regional pension administration and investment management companies with stable cash flows and high operating margins as well as retirement and registered investment advisors and insurance businesses.  Acquisitions will retain their autonomy and benefit from being able to cross-sell other related financial services under the National Investment Managers’ umbrella.
 
Key growth drivers are expected to include:

• An 85% recurring revenue base driven by strong client retention
• Annual 8% organic growth through recurring retirement/401(k) contributions (excluding market appreciation)
• High level of cross-selling opportunities for asset management, insurance and estate planning
• Additional revenue growth and profit opportunities through targeted acquisitions

 

Member firms include:        

• Alan N. Kanter and Associates
• Alaska Pension Services, Ltd.
• Benefit Dynamics
• Benefit Management Inc.
• Benefit Planning Inc.
• Circle Pension, Inc.
• Complete Investment Management (CIM)
• Doyle-Barnett Associates, Inc.
• Lamoriello & Co., Inc.
• National Actuarial Pension Service
• National Associates, Inc. N.W.
• Pentec, Inc.
• Pentec Capital Management, Inc.
• REPTECH Corp.
• Southeastern Pension Services, Inc.
• Stephen H. Rosen & Associates
• The Pension Alliance
• The Pension Group, Inc.
• Valley Forge Enterprises, Ltd.