ACTIFY INVESTOR RETIREMENTS, LLC

Overview

Actify Investor Retirements, LLC is an independent registered investment adviser organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. The firm structures client engagements using a mix of percentage-of-AUM and fixed fees and serves a client base that includes individual and family investors as well as institutional relationships. Actify favors implementation through public funds and mutual funds rather than direct single-stock strategies, and it does not identify itself as an active ESG investor. Most client relationships appear to be non-discretionary, and the firm’s advisory activities emphasize planning and consultative services alongside portfolio oversight. The firm reports a business affiliation with an insurance company, which can signal access to insurance-based solutions as part of its product mix or distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices