Sunset Retirement Advisors LLC

Overview

Sunset Retirement Advisors LLC is an independent, limited liability advisory firm that serves individual, family and institutional clients. Its service mix centers on financial planning and portfolio management for individuals, small businesses and institutions, with additional capabilities in pension consulting and the selection of outside advisers. The firm bills using a mix of percentage-of-AUM, hourly and fixed fees and identifies itself as an active ESG investor, indicating environmental, social and governance factors play a role in manager selection and portfolio construction. Sunset is also described as a capital allocator, meaning it places client capital with third-party managers as part of its implementation toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices