A complete list of active advisors currently associated with Keturi Investment Management, LLC

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

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.

To learn more about the advisors currently working at Keturi Investment Management, 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.