KBR RETIREMENT & INVESTMENT SOLUTIONS

Overview

KBR Retirement & Investment Solutions operates as an independent registered investment adviser serving individual and family clients. The firm combines fee-based advisory work (percentage of AUM, hourly and fixed fees) with insurance brokerage capabilities, and it provides financial planning and portfolio management for individuals, small businesses and institutional clients. Its practice tilts toward equity-driven portfolios: the firm’s filing shows a clear preference for exchange-traded equities as the primary holdings vehicle. KBR structures advice around discretionary management for most clients, and it complements portfolio solutions with insurance and annuity products when appropriate. The adviser is not identified as an active ESG investor and is not positioned as a multi-state or pension consultant specialist; instead, its business focus is straightforward wealth management, retirement planning and insurance distribution for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices