Envestnet Retirement Solutions, LLC

Overview

Envestnet Retirement Solutions, LLC is a limited liability company that operates as an institutional registered investment adviser focused on retirement and institutional clients. The firm identifies itself as a capital allocator and provides advisory services across pooled vehicles and bespoke portfolios for businesses, institutions, and individuals/small businesses. Its commercial model includes percentage-of-AUM and fixed-fee billing, and it also engages in other financial product distribution. Advisory capabilities explicitly include portfolio management for pooled investment vehicles and for institutional and smaller business clients, pension consulting support, and selection of other advisers. Industry affiliations reported for the firm extend into broker-dealer activity, insurance company relationships, commodity pool/operator roles, and serving as sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives