A complete list of active advisors currently associated with FFT Wealth Management

Warmer can help you find a great advisor at FFT Wealth Management or one who fits your needs even better.

FFT is a multi-family office that provides investment management, financial planning, and family office services to high‑net‑worth individuals, families, trusts, estates, pension and profit‑sharing plans, charitable organizations, and other pooled investment vehicles. The firm accepts both discretionary and non‑discretionary mandates and may provide oversight of legacy or concentrated positions as part of tailored advisory agreements. FFT’s investment process combines fundamental and technical analysis with asset‑allocation optimization and proprietary quantitative tools to evaluate managers and construct portfolios, typically using mutual funds, ETFs, third‑party managers and alternative investments. The firm tailors solutions to client objectives and may recommend private placements or pooled vehicles (limited to accredited or qualified investors), with ongoing monitoring, rebalancing and manager due diligence. What is noteworthy in FFT’s brochure is its role as adviser and sponsor to private pooled investment vehicles, including FFT Private Investment Fund II LP, and its affiliation with related advisers Optima and LGL, which brings management fees and performance‑based fees (carried interest) into scope and necessitates allocation and conflict‑management policies. The filing also discloses that FFT is under common control with an entity that operates as an exempt commodity pool operator, and that the firm has procedures to address the side‑by‑side and fee conflicts arising from proprietary fund activities.

To learn more about the advisors currently working at FFT Wealth Management, 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.