A complete list of active advisors currently associated with Tenet Retirement Services LLC
Warmer can help you find a great advisor at Tenet Retirement Services LLC or one who fits your needs even better.
Tenet Retirement Services provides advisory services to individual and high‑net‑worth clients, offering ongoing portfolio management and standalone financial planning tailored to clients’ retirement and personal goals. The firm prepares an Investment Policy Statement for each client and delivers both discretionary and non‑discretionary portfolio management. The firm’s investment approach is grounded in modern portfolio theory and emphasizes ETF‑based portfolios while also employing mutual funds, real estate funds, commodities, annuities and other instruments for diversification. Tenet uses a mix of long‑ and short‑term trading and may execute margin transactions, and it charges flat, fixed fees for advisory and planning services rather than primarily billing as a percentage of assets. Notable differences from many peers include a requirement that clients use a specific custodian/broker‑dealer, a policy not to aggregate trades across client accounts, and the allowance of margin trading — practices that are less common among supported retirement advisers of its size. The firm manages a relatively small number of client relationships for its asset level, does not utilize third‑party investment managers, and discloses it may receive research or services from brokers (soft‑dollar benefits), which can create potential conflicts that the firm addresses in its policies.
To learn more about the advisors currently working at Tenet Retirement Services 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 |
|---|---|---|
Chesterfield, MO
| 7
|
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