Deane Retirement Strategies, Inc.
Deane Retirement Strategies, Inc. is a registered investment adviser headquartered in New Orleans, Louisiana. Founded in 1981, the firm provides retirement planning and portfolio management services. It manages investment portfolios, primarily serving individuals, families, and institutional clients. Deane Retirement Strategies is known for a disciplined, diversified approach to retirement asset management and supporting its clients' financial goals with personalized service.
Investment Strategy
Deane Retirement Strategies, Inc. pursues a diversified investment strategy focusing on portfolio allocation across multiple asset classes to manage risk and obtain steady returns for clients. The firm actively manages retirement accounts through a combination of equity, fixed income, and exchange-traded funds (ETFs). Their philosophy emphasizes long-term growth balanced with capital preservation, periodically rebalancing portfolios based on market conditions and client objectives.
Latest 13F Filing Activity
Deane Retirement Strategies, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 70 equity positions with a total 13F market value of $233M. The fund increased holdings in Global X U.s. Infrastructure Development Etf, Apple Inc., Ishares 0-5 Year Tips Bond Etf among other positions. Deane Retirement Strategies, Inc. reduced exposure to Ishares 0-3 Month Treasury Bond Etf, Utilities Select Sector SPDR Fund, Vanguard Mega Cap Growth Etf among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 8.32% | $19.4M | 382,264 | $48.64 | $50.63 | -$38.0K |
S STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 7.47% | $17.4M | 167,996 | $103.04 | $103.36 | +$5.0M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.33% | $12.4M | 206,806 | $57.01 | $59.92 | +$446.9K |
P PTLC | PACER TRENDPILOT US LARGE CAP ETF | 5.25% | $12.2M | 222,804 | $50.76 | $54.76 | +$768.4K |
I IEFA | ISHARES CORE MSCI EAFE ETF | 4.94% | $11.5M | 131,608 | $75.78 | $87.31 | +$344.8K |
Industry Allocation
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