Resource Strategies Inc

Overview

Resource Strategies Inc. is organized as a corporation with a domestic-entity/individual ownership structure and describes itself as a capital allocator. Its advisory services combine financial planning with discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm also lists pension consulting services and the selection of other advisers among its activities; however, it does not identify itself as a registered pension consultant. Compensation is charged through a mix of AUM-based fees and fixed fees. The firm does not characterize itself as an active ESG investor, and it is not listed as a multi-state or newly formed adviser. The inclusion of "selection of other advisers" in its service set indicates a model that incorporates external managers or third-party strategies as part of client portfolios rather than relying solely on in-house strategies.

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