COMPERIO RETIREMENT CONSULTING, INC.

Overview

Comperio Retirement Consulting, Inc. is an independently owned, SEC-registered advisory firm that provides consulting and advisory services to institutional clients, with a focus on pension plan work. Founded before its 2006 SEC registration, the firm operates primarily as a capital allocator and pension consultant and offers financial planning, pension consulting, and selection-of-other-advisers services rather than acting as a traditional discretionary money manager. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm’s model emphasizes third-party manager selection and oversight for institutional sponsors, and it manages client relationships on a largely non-discretionary basis. Comperio received recognition from investor.com as one of its “Top RIA Firms to Watch” in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives