The Pelion Advantage

• Pelion delivers a suite of comprehensive financial and retirement wealth solutions especially tailored to the needs of individuals and organizations.
• Our seasoned management team applies a broad range of expertise from multiple disciplines to our client's investment and financial planning needs.
• Pelion offers its clients a single source solution, incorporating an extensive list of products and services required to deliver and maintain superior financial and retirement programs.
• Our unbundled open architecture platform allows clients the flexibility to purchase only the products and services they need.
• Pelion is fully independent and has no agreements or tie-ins with any providers of funds or products requiring Pelion to sell them to its clients.
• Pelion clients have access to a diverse selection of investment choices: over 7,000 mutual funds, from numerous fund families, as well as exchange traded funds ("ETFs"), and self-directed brokerage accounts, which meet the demand for more investment choices, including structured products and independent investment advice.
• Pelion provides full cost and fee transparency to its clients.