Brotherhood Retirement

Overview

Brotherhood Retirement is a Colorado-based limited liability company that provides advisory services to individuals, small businesses, and institutional clients. The firm markets itself as a capital allocator and offers financial planning, portfolio management, pension consulting, and manager-selection services. Its business model mixes percentage-of-AUM billing with fixed fees. The firm lists an industry affiliation with an insurance company and identifies ownership as a combination of a domestic entity and an individual. Brotherhood Retirement does not identify itself as an active ESG investor. The adviser is registered in Colorado.

Investments & Alternatives

Location & Offices