A complete list of active advisors currently associated with MSDR Partners, LLC

Warmer can help you find a great advisor at MSDR Partners, LLC or one who fits your needs even better.

MSDR Partners is a registered investment adviser that manages about $25.5 million for roughly 66 clients, including individuals, high-net-worth households, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm provides discretionary portfolio management, financial planning (including Monte Carlo retirement analysis), and ERISA/qualified plan services. The firm tailors portfolios to clients’ stated objectives and risk tolerance and uses a mix of quantitative tools—factor investing, optimization, and technical analysis—alongside proprietary and third‑party model strategies described as tactical, strategic, and dynamic. Financial planning engagements use in‑depth interviews and scenario analysis to inform investment recommendations and retirement planning decisions. MSDR’s brochure highlights an atypical emphasis on retirement-plan consulting for a firm of its size, offering both non‑discretionary 3(21) support and discretionary 3(38) fiduciary implementation services, plus IPS drafting, DIA/QDIA evaluation, model allocation construction, and participant education. The disclosure also explicitly discusses rollover implementation options (including the choice of commission‑based versus fee‑based accounts) and the firm’s use of institutional custodial platforms and model portfolios, indicating a blend of individual advisory and plan‑level services not commonly seen among similar independent advisers.

To learn more about the advisors currently working at MSDR Partners, LLC, 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
Marc Livernois	Grand Haven, MI	29

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