Retirement Solution Inc.
Retirement Solution Inc. (also referenced as The Retirement Solution LLC) is a registered investment adviser headquartered in Redmond, Washington. Founded in 2011, the firm manages assets for individuals, especially focusing on those approaching or in retirement. With around 31-33 employees, it serves approximately 2,700 client accounts and specializes in retirement planning and wealth management for both high net worth and other individual investors.
Investment Strategy
The firm provides discretionary investment management primarily for individual clients, including both high net worth and other individuals. Its strategy includes constructing diversified portfolios, managing risk, and implementing long-term retirement-focused financial planning. The firm reports discretionary assets with no non-discretionary accounts, and positions are typically spread across large-cap equities and other liquid securities. It prioritizes customized retirement solutions based on client needs and objectives.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSU | DIMENSIONAL ETF TRUST | 54.56% | $213.7M | 5,443,674 | $26.80 | $39.25 | +$19.4M |
D DUHP | DIMENSIONAL ETF TRUST | 11.71% | $45.9M | 1,289,696 | $29.03 | $35.56 | +$3.5M |
D DFUS | DIMENSIONAL ETF TRUST | 7.68% | $30.1M | 448,953 | $46.06 | $67.02 | +$1.5M |
D DFAC | DIMENSIONAL ETF TRUST | 5.16% | $20.2M | 563,574 | $29.62 | $35.84 | +$3.8M |
D DFSV | DIMENSIONAL ETF TRUST | 4.74% | $18.6M | 630,891 | $25.22 | $29.43 | +$1.2M |