APPROACH RETIREMENT ADVISORS, LLC

Overview

Approach Retirement Advisors, LLC is a fee-based advisory firm focused on portfolio management for individuals, small businesses and institutions. The firm runs discretionary portfolios and appears to emphasize public funds and ETF-based strategies as the backbone of client allocations, while layering in third-party alternatives when appropriate. Approach Retirement Advisors lists itself as an active ESG investor, so environmental, social and governance factors are incorporated into its selection process alongside traditional risk and return considerations. Investment activity centers on pooled public funds for core exposure and targeted use of ETFs for tradable, liquid equity allocations. That public-fund orientation is complemented by allocations to hedge funds and real estate through external managers, plus holdings in mutual funds and corporate debt for income and diversification. The firm charges fees based on a percentage of assets under management and also offers hourly advisory arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices