Pinkerton Retirement Specialists, LLC
Pinkerton Retirement Specialists, LLC is a registered investment adviser headquartered in Coeur d'Alene, Idaho, with additional offices in Spokane, WA and University Place, WA. Founded in 1996, the firm specializes in comprehensive retirement planning and wealth management for individuals, families, and businesses, with a particular focus on retirees and those nearing retirement. Recognized nationally and regionally for its service and educational outreach, Pinkerton Retirement has about 40 employees and has been named the highest-ranked RIA in Idaho and Eastern Washington by Forbes. The firm also recently expanded by acquiring Sherman Portfolios LLC and is actively growing its national footprint.
Investment Strategy
Pinkerton Retirement Specialists provides comprehensive wealth management and retirement planning services, guided by a fiduciary standard. Their approach emphasizes trust, transparency, accountability, lower costs, and independent, unbiased advice tailored to clients' best interests. The firm reviews twelve key strategies with each client annually, aiming to maintain proactive, customized plans, and employs an extensive educational program for clients. They integrate technology-driven portfolio management and offer access to research and asset management platforms via subsidiary Sherman Portfolios LLC. Their philosophy centers on empowering clients to achieve long-term financial and life goals through disciplined planning and rigorous oversight.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 5.87% | $49.2M | 79,635 | $506.96 | $617.85 | -$74.9M |
G GLD | SPDR GOLD TR | 4.91% | $41.1M | 134,915 | $250.48 | $304.83 | +$5.2M |
I IYZ | ISHARES TR | 4.10% | $34.4M | 1,154,002 | $29.78 | $29.78 | +$34.4M |
I IYW | ISHARES TR | 4.09% | $34.3M | 197,934 | $173.27 | $173.27 | +$34.3M |
I IYC | ISHARES TR | 4.09% | $34.3M | 344,097 | $99.64 | $99.64 | +$34.3M |