Retired Capital LLC

Retired Capital provides ongoing portfolio management and investment advisory services to individuals (with an emphasis on high-net-worth clients), charitable organizations, and corporate entities, and prepares Investment Policy Statements to document client goals and risk tolerance. The firm also advises pooled investment vehicles and recommends investments in a related private fund to eligible clients as part of its service set.

The firm uses a mix of fundamental, quantitative, technical, and charting analysis and implements a range of strategies from long-term investing to short-term trading, including the use of options, margin, and short sales where appropriate. It generally seeks best execution through a designated custodian relationship and operates with discretionary authority to implement the investment policies agreed with clients.

What is distinctive about Retired Capital relative to many peers is its role in sponsoring and advising private funds and pooled vehicles while also being deemed to have custodial exposure to certain client assets—arrangements that are uncommon for firms of its size. The firm also accepts performance-based fee arrangements for qualified clients and discloses potential conflicts (including recommending affiliated fund investments), describing policies to allocate opportunities and address side-by-side management.