ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Overview

Asset Strategy Retirement Plan Consultants, LLC is an independent registered investment adviser focused on retirement-plan consulting and fee-based wealth management for individuals, families and small institutions. The firm operates primarily on a percentage-of-assets fee model and combines portfolio management and financial planning with insurance and annuity solutions through its broker activities. Its business mix—large non-discretionary balances alongside pension consulting—suggests a consulting and advisory orientation where plan sponsor relationships and client-directed solutions take precedence over broad discretionary mandates. Investment preferences tilt to liquid, pooled vehicles for core exposure: public funds and mutual funds make up the bulk of invested assets. The firm also uses external alternative managers, specifically hedge funds and private placements, to complement traditional sleeves when client suitability and plan constraints allow. Asset Strategy Retirement Plan Consultants, LLC is not an active ESG investor and is not set up as a capital allocator; decisions appear driven by client objectives, liability profiles for retirement plans, and insurance-based retirement solutions.

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Location & Offices