A complete list of active advisors currently associated with IUR Capital, LLC

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

IUR Capital LLC provides discretionary investment management through separately managed accounts to U.S. individuals, family trusts, joint accounts, institutional investors and corporate/business clients. Services include portfolio management across equities, fixed income and cash instruments with a particular emphasis on exchange‑traded options; the firm also conducts educational seminars and webinars on financial planning and investments. The firm’s approach combines a small, repeatable set of option strategies with traditional equity and fixed‑income holdings, using neutral to moderately directional option positions with time horizons from short to long term. Portfolios may employ derivatives and use borrowing (margin) within separately managed accounts, and the manager may liquidate positions to harvest gains or rebalance exposures in accordance with each client’s investment objectives. Noteworthy features disclosed in the brochure include formal affiliations with a broker‑dealer that serves as the introducing broker, related investment advisory entities and the operation of proprietary trading accounts; the firm describes policies and trade‑allocation controls intended to mitigate related conflicts. The firm also offers performance‑based fee arrangements for qualified clients and works with institutional and corporate clients—characteristics that are less common among similarly sized independent advisors and that the firm says are addressed through its supervisory and allocation procedures.

To learn more about the advisors currently working at IUR Capital, 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.