Retire Pittsburgh Management LLC

Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high‑net‑worth and non‑HNW households; the firm reports roughly 104 client relationships and about $62.9 million in discretionary assets under management. It offers advice on a wide range of securities — including equities, mutual funds, ETFs, fixed income, structured products, and variable products — and generally charges percentage‑of‑AUM fees for portfolio management.

The firm’s process begins with gathering client financial information and selecting a model portfolio aligned with the client’s goals, and advisers exercise discretionary trading authority to monitor and periodically rebalance accounts as market conditions or client circumstances change. Retire Pittsburgh Management employs a mix of analytical approaches (including fundamental and technical analysis) and may implement long‑ or short‑term strategies and use instruments such as ETFs, structured products, and leveraged or inverse funds as appropriate; it also uses Charles Schwab as its required custodian and Schwab’s iRebal platform for aggregated trading.

A distinctive feature is the firm’s affiliation with an insurance agency (Retire Pittsburgh LLC): certain principals and representatives are licensed insurance agents who may offer commissionable insurance and annuity products and disclose that these activities occupy about 10% of those representatives’ time. The firm also discloses that it accepts standing letters of authorization for transfers — resulting in being deemed to have custody for a subset of clients (41 clients with approximately $16.5 million) — and describes safeguards it follows in those arrangements.