Retired Capital offers ongoing investment portfolio management based on your goals, time horizon, and risk tolerance. They create an investment policy statement outlining your financial situation. Retired Capital generally invests in mutual funds, fixed income, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements. Specific investment strategies depend on your individual investment policy statement. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, Retired Capital charges 2.00% of assets under management along with a 10.00% performance fee based on capital appreciation.