A complete list of active advisors currently associated with Optura Advisors, Inc.

Warmer can help you find a great advisor at Optura Advisors, Inc. or one who fits your needs even better.

Optura Advisors, Inc. is a small independent registered investment adviser that serves individual clients (including high‑net‑worth and non‑HNW households) as well as corporate retirement plan sponsors and charitable organizations. The firm offers comprehensive wealth management and financial planning services, access to alternative and non‑traditional investments, and retirement plan consulting and participant education. The firm combines model‑driven portfolio management — using computer models that monitor market signals and offering both passive and active allocations across multiple custodial platforms — with tailored planning and suitability reviews for alternatives. For qualified clients it also offers a quantitative, performance‑based portfolio strategy that runs an algorithmic stock‑selection process with a typically high turnover rate, and it may recommend third‑party advisors or enter solicitor relationships when appropriate. Noteworthy features that distinguish the firm from many solo advisers include an affiliated insurance agency and a separate ventures entity that provides tax‑preparation and consulting referrals, a stated client segment that includes charities and foundations, and the delivery of employer workshops and participant education. The firm also acts as a solicitor and shares in third‑party advisory arrangements and reports substantially more assets under advisement (about $33.2 million) with outside managers than it directly manages (about $671,000).

To learn more about the advisors currently working at Optura 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.