NORTHERN CAPITAL RETIREMENT SERVICES, INC.

Overview

Northern Capital Retirement Services, Inc. is a corporation that provides institutional-focused retirement consulting and advisory services. Registered with the SEC in 2013 and owned individually, the firm acts primarily as a pension consultant and delivers financial planning, publication of periodicals or newsletters, and educational seminars/workshops to its clients. Its advisory engagements are fee-based and structured as a percentage of assets under management, and the firm manages client portfolios on a discretionary basis. Investment activity is concentrated in public pooled vehicles—public funds and mutual funds are the dominant allocation—and the firm supplements those allocations with commodity exposure through third-party managers. Northern Capital Retirement Services, Inc. is not an active ESG investor and does not operate as a multi-state adviser.

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