At MBI Investments, we manage the wealth of extraordinary people.
Founded over forty years ago by investment specialists with over a century of combined industry experience, MBI Investments grew out of the success of our corporate and private clients as a natural evolution of Meridien Benefits, Inc.’s mission: to accumulate, preserve and transfer their wealth.
Whether our clients are seeking to grow their wealth, secure their future, or diversify their financial interests, we are privileged to assist in every stage of their wealth management journey.
Our Chairman, Vincent Passananti, was a founding partner of New England Trust Company. Founded in 1975, New England Trust was nationally chartered and grew from dollar-one to have over $1.4B in Assets Under Management when sold in 1994. New England Trust served the investment management needs of high net worth families, defined benefit plans and other institutional investors.
Meridien Benefits, Inc. with our FINRA Broker/Dealer, Meridien Financial Group, Inc., has over $1 billion in assets under advisement and a 98% client retention rate.
The team at MBI Investment Advisors are Independent Advisor Representatives of Pensionmark® Financial Group.
Pensionmark was founded in 1988 as a consulting firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors with the utmost professionalism and uncompromising integrity. Pensionmark currently has over $9.7B in AUM. Pensionmark is partially owned by CapFinancial Securities LLC representing over $180B in client AUM through fee-based advisory, specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high net-worth individuals.
With offices throughout the United States, Pensionmark is recognized as one of the leading consulting firms in the nation. Pensionmark team members have been named to 401K Wire’s list of “Most Influential Advisors” and among the “Most Influential People in Defined Contributions“.1
Pensionmark has also been named by PlanSponsor and PLANADVISER magazines as one of the nation’s most successful retirement plan consulting organizations.2
Pensionmark has also been recognized in the Inc. 5000 Magazine for fastest growing company for three consecutive years as well as PLANADVISERS “Retirement Plan Adviser Multi-Office Team of the Year”.3
We provide unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of each client’s unique circumstances and objectives. We support our clients with a nationwide network of consultants who have decades of experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the financial services industry is constantly evolving and are committed to continually enhancing our capabilities to help you stay ahead.
1) 401K Wire, November 2010 (based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees)
2) PlanSponsor Magazine, January 2009 (nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients; advisors who have attained the PlanSponsor Retirement Professional designation receive an automatic nomination)/PlanSponsor Magazine, December 2006.
3) Recognized as one of Inc. Magazine’s Fastest Growing Private Companies in America in 2012, 2013, and 2014; PLANADVISER Magazine, September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with CapFinancial Securities, LLC (member SIPC). Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with CapFinancial Securities, LLC (member SIPC). Pensionmark/CapFinancial Securities and Meridien Benefits Group, Inc. and Meridien Financial Group, Inc. are unaffiliated entities.
We are steered by our clients goals and navigate toward successes on their waters. We go above and beyond in all aspects of our conduct. We pride ourselves in our service and commitment to you. We call it our “sun down rule” – if you reach out to us with a question or need, you’ll always hear from us before sundown.
From our heritage to our day-to-day ethos, we’re in this for the long term. Our veteran advisors boast over 100 years of combined experience and our clients know that, at whatever stage of their lives or careers, MBI Investments will always be there for them.
Healthy finances are only a part of living a good and fulfilling life. That’s why we specialize in securing your financial wellbeing – so you can fully experience the treasures life has to offer.
At the core of financial stability is a balanced approach to opportunities and risks. We trust our clients to do their very best in their own lives, and grant us the trust to expand their horizons beyond what they even thought possible.