Individuals and Families
At Rembert Pendleton Jackson our mission is to help individuals and families, foundations, and institutions realize their financial goals. We are a fee-only Independent Registered Investment Advisor. As fiduciaries, we have a legal and ethical responsibility to put our clien
Institutions and Non‐Profits
The Board of Directors and Executive Officers of non-profit organizations have a fiduciary responsibility to manage their organization's investable assets with reasonable care, skill and caution. Prudent investment processes are critical to sustaining the organizational mission – both on a
401(k) Plan Services
Company Retirement Plan Sponsors are plan fiduciaries and owe a duty of loyalty, care and prudence to the plan and participants. As stewards of this very important employee benefit, the Plan Sponsors may choose to delegate some fiduciary duties to investment advisors and managers.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.