A complete list of active advisors currently associated with Immotus Financial LLC

Warmer can help you find a great advisor at Immotus Financial LLC or one who fits your needs even better.

Immotus Financial LLC is a registered investment manager that provides discretionary portfolio management and creates tailored investment policy statements for client accounts, with an emphasis on implementing model-based allocations. The firm’s services focus on ongoing portfolio monitoring, asset allocation, and security selection to align with documented client objectives and risk tolerances. The firm concentrates its advice mainly on exchange-traded funds (including precious‑metals ETFs) and U.S. Treasury securities, employing both fundamental and technical analysis within an active, long‑term orientation. Immotus commonly implements third‑party and in‑house models — including models delivered through the Altruist platform — and manages accounts under discretionary authority consistent with each client’s investment policy statement. Noteworthy aspects relative to peers include the firm’s explicit selection and use of outside advisers/models (a practice that is uncommon among similar managers) and its requirement that clients use the Altruist custodian, where platform model fees are passed through to clients. The firm is newly formed and operates with a single management person who maintains substantial outside employment, and it uses a fixed fee approach rather than the more typical percentage‑of‑assets billing used by many investment managers.

To learn more about the advisors currently working at Immotus Financial 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.