INFLECTION RETIREMENT SERVICES

Overview

Inflection Retirement Services is a privately owned corporate adviser that combines retirement-focused advisory work with insurance brokerage. The firm operates as a capital allocator, primarily channeling client capital into pooled public funds and third-party managers rather than concentrating in-house single-stock bets. Its advisory menu includes portfolio management for individuals and small businesses, pension consulting and selection of other advisers, along with educational seminars and workshops. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. The firm’s practice appears oriented toward institutional relationships, but its advisory services also target individual and small-business retirement needs. Inflection Retirement Services does not position itself as an active ESG investor and is not registered as a multi-state adviser. In addition to investment management, the firm is active as an insurance broker, which suggests it integrates insurance-based solutions alongside its investment programs.

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Public Holdings

Investments & Alternatives

Location & Offices