S SQUARED RETIREMENT SOLUTIONS LLC

Overview

S Squared Retirement Solutions LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families, plus small-business retirement needs. The firm combines financial planning, portfolio management and adviser selection with insurance brokerage services. Fee arrangements are flexible—percentage of assets under management, hourly fees and fixed fees—which supports both ongoing discretionary portfolios and standalone planning engagements. Investment activity tilts toward public equity exposure delivered primarily through exchange-traded vehicles, while the firm also acts as a capital allocator into third-party alternative managers. Portfolio work is oriented around retirement-focused objectives for client households and small-business plans, with an emphasis on customized managed accounts and select use of external managers where specialized access or due diligence is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices