Keturi Investment Management, LLC logo

Keturi Investment Management, LLC

Updated today

Client assets under management

$64,925,485

Clients

13

100% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

4

Very Low

Average account size

$4,994,268

About

Keturi Investment Management LLC provides discretionary investment management and related advisory services to individuals (including IRAs), families, trusts (including multi‑generational trusts), charitable organizations, and corporate entities. In addition to ongoing portfolio management and quarterly reporting, the firm offers second opinions and ad hoc planning and advice on client financial matters.

The firm blends fundamental and quantitative analysis with a long-term investment horizon, emphasizing consistent business performance as a driver of value creation and using equities, non‑U.S. securities, fixed income, and cash management to construct portfolios. Keturi generally manages accounts on a discretionary basis, permits client‑imposed investment restrictions, and states a policy of seeking fair and equitable allocation of investment opportunities across clients.

Notably, Keturi manages roughly $68.6 million for a very small client base (13 clients) with a five‑advisor team, which implies a higher advisor‑to‑client ratio and more individualized service for complex relationships such as multi‑generational trusts and charitable entities. The firm does not use third‑party managers, does not participate in wrap fee or performance‑based fee arrangements, and maintains written policies on soft‑dollar benefits and pre‑approval and oversight of personal trading.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.55% $25,000,001 - $50,000,000: 0.45% $50,000,001+: 0.35%

Main office location

Keturi Investment Management, LLC

17620 Pilkington Rd.

Lake Oswego OR 97035-5361, United States

Number of offices

1

Most active in

Oregon

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert Z

Series 63, Series 65

Lake Oswego, OR

Keturi Investment Management, LLC

Robert Zagunis is a financial advisor at Keturi Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jensen Investment Management for 25 years before joining Keturi. Keturi Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment horizon, managing portfolios across equities, non-U.S. securities, fixed income, and cash management.

Wealth management Active portfolio management
user avatar

Ryan O

Series 65

Lake Oswego, OR

Keturi Investment Management, LLC

Ryan Ober is a financial advisor at Keturi Investment Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Keturi since 2021. Prior to his advisory role, he spent ten years as a student. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios that include equities, non-U.S. securities, fixed income, and cash while focusing on consistent business performance.

Wealth management Active portfolio management
user avatar

Gustav L

Series 65

Lake Oswego, OR

Keturi Investment Management, LLC

Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.

Wealth management Active portfolio management
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