DEANE RETIREMENT STRATEGIES, INC.
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 127096
- Registered since
- September 13, 2007
- Website
- deaneretire.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.03%
- Individuals10.24%
- Pension & Profit Sharing Plans0.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Deane Retirement Strategies, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-AUM basis and emphasizes public funds and mutual funds within client portfolios, while supplementing portfolios with select exchange-traded funds and individual equities. Their public holdings and recent 13-F filing show a bias toward ETF-based exposure and inflation-protected fixed income, suggesting a conservative, income-and-defensive tilt in client allocations rather than high active stock-picking. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Deane Retirement Strategies uses third-party managers for alternative exposure rather than acting as a capital allocator itself.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
Contacts
3 of 3TODD TILLERY
Portfolio ManagerCRD 2754864
MICHAEL YEST
Performance Reporting ConsultantCRD 2407195
KEITH DEANE
Co-OwnerCRD 5662176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$184M in ETFs
93%
$171M
7%
$12.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES TIPS BOND ETF (TIP) | BlackRock | Passive | Inflation Protected Bond | $23.7M | 214,432 | 12.85% |
Location
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 2065 Energy Ctr Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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