IQ RETIREMENT PORTFOLIOS LLC

Overview

IQ Retirement Portfolios LLC is a small, independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and combines financial planning and portfolio management for individuals and small businesses with an insurance brokerage practice. Its fee mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity is concentrated and equity-oriented: the firm shows a clear preference for exchange-traded equities as the primary vehicle for client portfolios. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator. The firm supplements its equity exposure with insurance products—most notably annuities—and allocates to third-party real estate strategies when alternatives are appropriate to a client’s plan.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices