GBS RETIREMENT SERVICES, INC.

Overview

GBS Retirement Services, Inc. is a corporate entity that has been SEC-registered since 1993 and is identified as a capital allocator. The firm’s primary business activity is insurance brokerage, and its advisory role centers on selecting other advisers rather than acting as a direct discretionary manager. The snapshot flags a non-ESG stance and lists the firm as neither newly formed nor a multistate adviser. Industry affiliations tied to the firm include broker-dealer activity, functioning as an “other” investment adviser, connections with an insurance company, and a pension consulting role. Those ties, together with the firm’s adviser-selection focus, suggest GBS operates as a conduit between clients and outside managers or products rather than running concentrated in-house active strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices