NTACT RETIREMENT SOLUTIONS

Overview

Ntact Retirement Solutions is a small, independent registered investment adviser focused on serving individual and family clients, with an emphasis on retirement planning and portfolio management for individuals and small businesses. The firm combines fee-based asset management with financial planning, educational seminars and periodic publications to support client decision-making. As an insurance broker and seller of other financial products, the business mixes traditional investment advisory services with insurance and annuity solutions, which it uses as part of retirement-income and risk-management strategies. Investment activity centers on public pooled vehicles—mutual funds and similar public funds—supplemented by targeted allocations to alternative strategies. The firm does not position itself as an ESG investor and operates as a single-state practice rather than a multi-state advisory platform. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices