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U.S. Retirement Partners
U.S. Retirement Partners is an SEC-registered investment adviser in Warrenville, IL. It manages $44 million in regulatory assets. The firm has one employee...
Overview
U.S. Retirement Partners is an SEC-registered investment adviser in Warrenville, IL. It manages $44 million in regulatory assets. The firm has one employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Warrenville
Corporate office
Iselin, NJ, United States
Frequently asked questions
Who runs investment decisions at U.S. Retirement Partners?
U.S. Retirement Partners does not publicly disclose named principals or an investment committee. The firm's public filings with the SEC list its executive team, but individual roles in portfolio construction are not publicly described (public record).
What investment stages does U.S. Retirement Partners typically target?
U.S. Retirement Partners does not make direct investments. Its role is to construct and oversee diversified portfolios of publicly traded securities and pooled funds for defined-contribution retirement plans.
Which sectors does U.S. Retirement Partners explicitly avoid?
U.S. Retirement Partners does not publicly disclose sector exclusions. As a fiduciary, it selects investments based on plan objectives and ERISA prudence standards rather than thematic sector preferences.
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