Keturi Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keturi Investment Management LLC provides discretionary investment management and related advisory services to individuals (including IRAs), families, trusts (including multi‑generational trusts), charitable organizations, and corporate entities. In addition to ongoing portfolio management and quarterly reporting, the firm offers second opinions and ad hoc planning and advice on client financial matters.
The firm blends fundamental and quantitative analysis with a long-term investment horizon, emphasizing consistent business performance as a driver of value creation and using equities, non‑U.S. securities, fixed income, and cash management to construct portfolios. Keturi generally manages accounts on a discretionary basis, permits client‑imposed investment restrictions, and states a policy of seeking fair and equitable allocation of investment opportunities across clients.
Notably, Keturi manages roughly $68.6 million for a very small client base (13 clients) with a five‑advisor team, which implies a higher advisor‑to‑client ratio and more individualized service for complex relationships such as multi‑generational trusts and charitable entities. The firm does not use third‑party managers, does not participate in wrap fee or performance‑based fee arrangements, and maintains written policies on soft‑dollar benefits and pre‑approval and oversight of personal trading.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.55% $25,000,001 - $50,000,000: 0.45% $50,000,001+: 0.35%
Main office
17620 Pilkington Rd.
Lake Oswego OR 97035-5361
Advisors at this office
2
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert Z
Series 63, Series 65
Lake Oswego, OR
Keturi Investment Management, LLC
Robert Zagunis is a financial advisor at Keturi Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jensen Investment Management for 25 years before joining Keturi. Keturi Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment horizon, managing portfolios across equities, non-U.S. securities, fixed income, and cash management.
Gustav L
Series 65
Lake Oswego, OR
Keturi Investment Management, LLC
Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.
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