RETIREMENT PORTFOLIO PARTNERS

Overview

Retirement Portfolio Partners is a small, independent registered investment adviser that focuses on individualized planning and portfolio management for individuals, families and small-business owners. The firm operates as a capital allocator: its stated activity includes selecting and allocating to third‑party advisers and external fund managers rather than running a broad in‑house fund platform. Service delivery centers on financial planning, discretionary portfolio management and the selection of outside managers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Investment positioning is tilted toward public pooled vehicles—mutual funds are the dominant holding—but the firm also deploys corporate debt and uses third‑party alternative managers to broaden client exposure beyond liquid public markets. Retirement Portfolio Partners does not identify as an active ESG investor and is structured as an individual‑owned LLC operating as an independent RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices