ISADORE RETIREMENT GROUP, LLC

Overview

Isadore Retirement Group, LLC is a small independent registered investment advisor operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small institutions. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and delivers services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is skewed toward publicly traded equities and exchange-traded instruments, with discretion applied to most client relationships. The adviser is not an active ESG investor and is classified as an independent RIA with an individual owner. Given the compact client base and concentrated asset footprint, the firm behaves like a boutique wealth manager that blends traditional equity allocations with selective use of alternatives to complement core holdings.

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Location & Offices