PALADIN RETIREMENT ADVISORS

Overview

Paladin Retirement Advisors is an independent registered investment adviser operating as a corporation that focuses on individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and discretionary portfolio management, with service lines that include pension consulting, manager selection, and educational seminars and workshops. Its fee model combines asset-based fees and fixed fees. Paladin identifies itself as a non-ESG active investor. The firm has an industry affiliation with an insurance company and reports ownership structure as a domestic entity with individual ownership. The business appears oriented toward retirement-related advice and outsourced manager relationships rather than proprietary in-house product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives