Futura Asset Advisors LLC

Futura Asset Advisors provides investment advisory and consulting services to high‑net‑worth individuals, families, foundations, trusts, private investment funds, and U.S. and international institutions. As of December 31, 2024, the firm reports managing $296,641,585 in client assets, primarily on a discretionary basis, and offers both ongoing portfolio management and negotiated, non‑asset‑based consulting engagements.

The firm tailors portfolios to each client’s risk profile and objectives, employing asset allocation across cash, equities, fixed income and alternative investments and citing Modern Portfolio Theory and a long‑term buy‑and‑hold orientation. Futura uses model portfolios, may engage third‑party investment managers (TPIMs) for portions of client assets, and maintains limited trading authority to implement investment decisions.

Compared with many independent single‑advisor firms, Futura’s reported asset base is large for a solo practice and its client mix emphasizes institutional and international relationships rather than lower‑balance retail accounts, with a suggested managed‑account minimum of $2,000,000. The brochure also notes private investment funds among client types while separately disclosing in Item 2 that the firm no longer utilizes private funds, and it describes use of alternative investments and TPIM arrangements that can introduce fund‑level fees and affiliated fund considerations.