A complete list of active advisors currently associated with Futura Asset Advisors LLC

Warmer can help you find a great advisor at Futura Asset Advisors LLC or one who fits your needs even better.

Futura Asset Advisors LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and non‑asset‑based consulting to high‑net‑worth individuals, families, foundations, trusts, private investment funds, and U.S. and international institutions. The firm reports managing approximately $114,835,108 in assets and offers ongoing services that include asset allocation across cash, equities, fixed income, mutual funds, exchange‑traded funds and alternative investments. The firm tailors portfolios to clients’ objectives and risk profiles, employing model portfolios informed by Modern Portfolio Theory and using third‑party investment managers (TPIMs) where appropriate. Futura may allocate a portion of client assets to alternative vehicles such as hedge funds and private equity, and emphasizes implementation through a network of external asset managers and specialists. Compared with many solo independent advisers, Futura’s client mix and activities are atypical: its brochure identifies institutional and international clients, relationships with private investment funds, and arrangements involving TPIMs and referrals to other advisers. The filing also discloses a recent material change that the firm no longer serves as portfolio manager to private pooled investment vehicles, highlighting an uncommon combination of private‑fund involvement and evolving service arrangements.

To learn more about the advisors currently working at Futura Asset Advisors 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.