Tenet Retirement Services LLC

Overview

Tenet Retirement Services LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs client relationships on a discretionary basis. Investment activity shows a clear tilt toward public equity exposure, with equities forming the bulk of managed assets. Tenet is not positioned as an ESG specialist, and it does not present itself as a multi-state or pension consulting adviser. Operationally the firm appears set up to serve high-net-worth individuals and families through tailored planning and discretionary management rather than large institutional mandates. Custody and execution flows through a single digital custodian, which supports the firm’s preference for liquid, exchange-traded instruments as the primary building blocks of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices