A complete list of active advisors currently associated with FTIB Asset Management LLC
Warmer can help you find a great advisor at FTIB Asset Management LLC or one who fits your needs even better.
FTIB Asset Management LLC is a state‑registered investment adviser that provides tailored portfolio management and pension consulting to a mix of individual, business and institutional clients. Services described in its brochure include non‑discretionary portfolio management, investment policy statement preparation, investment selection and ongoing monitoring, plus educational workshops for retirement plan participants. The firm’s process is IPS‑driven and built from documented client discussions, a financial plan and risk assessment, employing both top‑down and bottom‑up analysis and a planning/execution/feedback cycle that emphasizes monitoring and rebalancing. FTIB does not act as custodian, requires client approval before implementing recommendations, and discloses fee billing practices and procedures for quarterly advance billing and reconciliations. While FTIB follows common independent‑firm practices such as asset‑based fees and individualized management, its brochure identifies an unusually broad institutional client set for a small adviser — including sovereign wealth funds, banking or thrift institutions, insurance companies, state and municipal entities, other investment adviser clients, charitable organizations, corporate plans and pension/profit‑sharing plans. The firm also highlights pension consulting and participant education as core offerings, states a $1,000,000 account minimum, and reports that it now provides advisory services exclusively on a non‑discretionary basis (reporting $0 in discretionary assets).
To learn more about the advisors currently working at FTIB Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 2
|
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