STRATEGIC RETIREMENT PARTNERS, LLC

Overview

Strategic Retirement Partners, LLC is a small, owner-managed advisory firm that operates as a capital allocator for individual, family and some institutional clients. The firm’s advisory services emphasize portfolio management for individuals and small businesses, selection of outside advisers and pension-related consulting services. Strategic Retirement Partners charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements and also conducts other financial product sales. Investment activity is centered on pooled public funds and mutual funds, with the firm allocating selectively to alternative strategies through third‑party managers. The firm’s model appears consultative and largely nondiscretionary, positioning Strategic Retirement Partners to recommend and oversee external managers and income-producing products rather than run large, fully discretionary in‑house equity desks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices