A complete list of active advisors currently associated with Deane Retirement Strategies, Inc.
Warmer can help you find a great advisor at Deane Retirement Strategies, Inc. or one who fits your needs even better.
Deane Retirement Strategies serves individual and high‑net‑worth investors as well as trusts, estates, and employer-sponsored retirement plans, providing discretionary portfolio management and, when requested, financial and retirement planning or consulting. The firm also offers services tailored to retirement plans, including individual 401(k) account management and a Collectively Managed Account program for plan sponsors. The firm follows a balanced management style that uses stocks, bonds, and cash as primary building blocks and relies heavily on exchange-traded funds, including market, sector, and trend-following ETFs, to implement allocations. Deane Retirement may employ non‑leveraged inverse and enhanced ETFs as a hedging tool (limited to a modest portion of portfolios) and may include cryptocurrency exposure via ETFs unless a client opts out. Distinctive features include explicit retirement-plan solutions where the firm can act as an ERISA investment manager for collectively managed participant accounts and practical policies around cash management and custodial sweep accounts that can affect liquidity and yield. The brochure also discloses operational policies that are less common among peers, such as a trade-error practice that reimburses client losses but does not credit client accounts for trade gains (with net gains/losses reconciled at the custodian) and a practice of leaving proxy voting responsibility with clients.
To learn more about the advisors currently working at Deane Retirement Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 16
| |
New Orleans, LA
| 18
| |
New Orleans, LA
| 18
|
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