EMPOWERED RETIREMENT, INC.

Overview

Empowered Retirement, Inc. is an independent registered investment adviser that serves individual and family clients and functions as an active capital allocator. The firm offers a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — and lists financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers among its advisory activities. The firm is not identified as an active ESG investor and is classified as a single-state operation in its filings. On the investment side, Empowered Retirement leans heavily on pooled public investment vehicles as the core of client portfolios, while also employing third-party managers for alternative allocations. The firm’s role as a selector of other advisers and its designation as a capital allocator point to a model that combines in-house planning and portfolio construction with outsourced specialty managers for specific exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices