RETIREMENT INCOME STRATEGIES INC.

Overview

Retirement Income Strategies Inc. is a small, fee-based advisory firm focused on portfolio management for individual and small-business clients. The firm runs a discretionary equity-first approach, allocating the bulk of client capital to exchange-traded securities and ETFs while managing accounts through separately managed account structures. Its client base is primarily individuals and families, and the firm charges fees as a percentage of assets under management. Operationally the firm shows a conservative institutional footprint: it is not a multi-state adviser and is not structured as a capital allocator. It maintains ties to the insurance industry in its affiliations, which can influence product selection and could reflect an emphasis on retirement-income planning and insurance-aware asset construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices