RETIREMENT MATTERS, INC.

Overview

Retirement Matters, Inc. is an independent registered investment adviser focused on individualized planning and portfolio management for individuals and small businesses. The firm’s advisory mix centers on financial planning, discretionary portfolio management and pension consulting services delivered through a fee model that combines a percentage of assets under management with fixed-fee engagements. With an owner-operated structure, the practice favors equity-centered allocations and appears to implement client-level customization rather than large-scale model-based programs. Strategy emphasis is on exchange-traded equities and ETF vehicles as the primary building blocks for client portfolios, with separate managed account capabilities to tailor exposures and tax management. The firm does not position itself as an active ESG investor and does not act as a capital allocator to in-house alternative funds; instead it accesses third-party alternative managers to fill specific commodity and energy needs. Given the small client base, the investment approach is likely hands-on, with rebalancing and portfolio decisions made at the household level.

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Public Holdings

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Location & Offices