Dental Retirement Strategies, Inc.

Overview

Dental Retirement Strategies, Inc. is a compact wealth advisory firm that manages a single, focused book of business under a percentage-of-AUM fee model. The firm’s registered activity centers on portfolio management for individuals and small businesses and it appears to target clients tied to the dental profession in line with its name. Advisory services are delivered through discretionary accounts and the firm also engages in other financial product sales. Investment behavior shows a clear preference for equities as the central building block of client portfolios, supplemented by mutual funds and real estate exposure via third‑party managers. The firm custodies client assets at a major national custodian and structures portfolios to meet retirement and practice-related planning needs for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices