A complete list of active advisors currently associated with Libra Investment Advisors Inc
Warmer can help you find a great advisor at Libra Investment Advisors Inc or one who fits your needs even better.
LIBRA Investment Advisors, Inc. provides discretionary and non‑discretionary investment management, comprehensive financial planning, and advisory services for businesses and retirement plans to a mix of clients, including individual investors, high‑net‑worth individuals, trusts and estates, and institutional entities. Founded in 2024, the firm issued its first disclosure brochure and reported no assets under management as of October 1, 2024. The firm develops customized asset‑allocation strategies and conducts ongoing monitoring and periodic reviews, offering both portfolio management and planning services that can be delivered on an advisory or hourly consulting basis. Its investment process combines fundamental, technical, quantitative, and macroeconomic analysis and emphasizes diversification, long‑term growth, and risk‑management tools such as rebalancing and hedging. Noteworthy elements in the brochure include educational seminars and workshops for clients and employees, advisory work for employer‑sponsored retirement plans (pension consulting), and a formal due‑diligence process for selecting and monitoring third‑party advisers, including private fund managers, with the firm stating it does not receive compensation from those recommended advisers. The firm also notes it may enter performance‑based arrangements for qualified clients and explicitly serves both non‑high‑net‑worth and high‑net‑worth individuals alongside its business and institutional work.
To learn more about the advisors currently working at Libra Investment Advisors Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 0
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