A complete list of active advisors currently associated with Monterra Advisors, LLC
Warmer can help you find a great advisor at Monterra Advisors, LLC or one who fits your needs even better.
Monterra Advisors is an independent multi‑family office and registered investment adviser that provides investment advisory and wealth management services to families, high‑net‑worth individuals, entrepreneurs, athletes, foundations and select operating companies. It offers both discretionary and non‑discretionary investment mandates and also provides financial planning and fixed‑fee consulting services as part of client engagements. The firm builds IPS‑driven portfolios that combine low‑cost ETFs for core market exposure with an actively managed sleeve of direct equities and bonds, and selectively allocates to third‑party managers and alternative strategies such as private equity, private credit, real estate, hedge funds and regulated digital‑asset strategies. Monterra emphasizes fundamental, bottom‑up research, documented manager due diligence, monthly risk monitoring and at‑least‑quarterly portfolio reviews to keep accounts aligned with client objectives. Compared with many peers in the investment‑manager category, Monterra’s client mix explicitly includes select corporate or operating entities investing excess capital and maintains typical client eligibility focused on high net worth relationships, which aligns the firm more with wealth management clients than with pooled‑vehicle-only managers. The firm’s formal manager selection process, use of both asset‑based and performance‑linked compensation options, and documented controls to mitigate conflicts of interest (including a written prohibition on recommending an affiliated SICAV) are notable governance features.
To learn more about the advisors currently working at Monterra 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.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 1
|
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