MSDR Partners, LLC

MSDR Partners, LLC provides portfolio management, financial planning, and retirement-plan consulting services to a range of clients including plan sponsors, pension and profit‑sharing plans, trusts, and other institutional or high‑net‑worth entities. The firm offers both discretionary portfolio management and financial planning engagements, and also provides ERISA‑focused services such as 3(21) and 3(38) fiduciary roles, investment policy development, and model portfolio construction for plan sponsors.

MSDR delivers investment advice using a mix of quantitative and fundamental analysis, optimization tools, and model portfolios, and it employs Monte Carlo analysis for retirement and income planning scenarios. It implements client mandates directly or by recommending and monitoring third‑party sub‑advisers, including access to model strategies and platform services through SEI Investments Management Corporation, with separate platform/manager fees disclosed to clients.

What is notable for a firm of this size and registration vintage is its emphasis on pension consulting and qualified plan oversight alongside the use and ongoing monitoring of sub‑advisers, services that are less common among small investment managers. The brochure also discloses potential conflicts tied to custodian programs (e.g., revenue‑sharing/12b‑1 arrangements and transaction or commission structures) and a planning fee approach that can include negotiated fixed fees or an hourly component (not to exceed $500/hour), reflecting a mix of fee practices not uniformly seen in similar firms.