Tangent Retirement

Overview

Tangent Retirement is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Compensation is primarily a percentage-of-AUM fee with the option to charge hourly for certain engagements. Tangent Retirement is not positioned as an active ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives