Leading with Thought-Provoking, Personalized Financial Solutions

Locations

Road Town, Tortola, BVI

Pension Management Interactive, Inc. (PMI), founded in 2009, recognized a need for innovative approaches to retirement planning, leading them to focus on establishing structured pension plans for companies. This initial mission has expanded significantly with the incorporation of PMI Capital Services, Inc., a licensed and regulated entity. Through PMI Capital Services, the company now provides comprehensive Wealth Management and Investment Services to a diverse clientele, including both individual investors and business entities. This evolution reflects a commitment to meeting the broader financial needs of their clients beyond just retirement planning. The strength of the PMI brand is further solidified by operating within the robust regulatory framework of the British Virgin Islands (BVI), offering clients a foundation of credibility and transparency.

Pension Management Interactive, Inc., and PMI Capital Services, Inc., are collectively referred to as PMI.

Explore our Services

Standalone Pension Plan

Multi-jurisdictional Pension Plan

Multi-Employer Pension Plan

Investment Advisory

Consultancy

Private Wealth Management

Asset Management

Governance and Compliance Support

PMI Brand

At the heart of PMI’s business model lies a fundamental principle: Clients should retain full ownership and control of their assets. This commitment is reflected in our operational framework, where we do not hold any client assets under our own name. Instead, every pension plan and private wealth management account is established directly in the name of the plan or client, ensuring that only the Trustees or designated authorized signatories have the authority over those assets. This structure not only safeguards the interests of our clients but also empowers them with the autonomy to make decisions that best serve their interests.

PMI’s role is to provide comprehensive investment consultancy, management, and administration services designed to help clients navigate the often-complex landscape of pension plan design and asset management. We recognize that the intricacies involved can be daunting; however, PMI distinguishes itself by refraining from any ownership or control over client assets. By doing so, we eliminate potential conflicts of interest that could arise from simultaneously managing and holding the assets. Our focus remains strictly on advisory and management services, ensuring that our efforts are objective and tailored to the unique needs of each client.

In this way, PMI fosters a partnership built on trust and transparency. We are committed to delivering insights and strategies that align with the specific goals and requirements of our clients, empowering them to make informed decisions. Our approach not only enhances the integrity of the management process but also reinforces our belief that true stewardship of client assets lies with themselves.

PMI Diﬀerence

PMI recognizes that a standardized, “cookie-cutter” approach to pension and investments management is inadequate. At PMI, every portfolio and pension solution aim to meet a desired outcome. Therefore, PMI adopts an interactive and collaborative strategy, emphasizing a thorough understanding of the relationship between the objective and the outcome. The evaluation of the combined synergies precedes any policy or portfolio construction recommendations. PMI believes a successful solution necessitates a dynamic interplay between our clients, throughout the entire process of formulation, evaluation, management, and administration.

PMI Pensions

Companies are increasingly recognizing the critical need for effective and efficient pension plan management. This necessitates a delicate balancing act between contributions and benefits, achievable through a constructive approach that prioritizes sound governance and a robust management and administration platform. The longevity of retirement for most individuals underscores the importance of these plans, as they often provide a significant, if not total, source of income during their post-employment years. Without proper retirement planning, employees risk a substantial reduction in income upon retirement, potentially forcing drastic lifestyle changes. It is with this understanding that our core competence lies in assisting fiduciaries, enabling them to prepare and execute policies and guidelines that ensure the prudent management of pension plan assets, aligning investment strategies with the promised benefits and obligations.

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Our Team

PMI distinguishes itself as a leader in navigating the complexities of pension plan management and administration, offering tailored solutions designed to optimize plan performance and ensure compliance. Beyond pension expertise, PMI provides comprehensive wealth management services, encompassing retirement financial planning, development of customized investment strategies, and the delivery of impactful, results-oriented solutions. Our success stems from a dedicated team of seasoned professionals who prioritize personalized approaches, coupled with a commitment to strong governance principles. This unwavering focus allows us to empower our clients, guiding them towards enduring financial security and helping them achieve their long-term financial aspirations.