Latitude Advisors, LLC

Latitude Advisors serves individuals, high‑net‑worth clients, and a range of institutional and corporate clients, including pension and profit‑sharing plans, trusts, and charitable organizations. The firm offers financial planning and consulting, discretionary portfolio management (including custom portfolios and model portfolios), third‑party manager selection, and pension consulting and plan advisory services.

The firm constructs portfolios by combining client goals, time horizon and risk tolerance with in‑house and third‑party model strategies: its “Latitude” models emphasize valuation‑driven, multi‑asset tactical allocations while its “Navigator” models use momentum‑based, multi‑sleeve quantitative approaches, and it also employs model strategies sourced from external signal providers. Latitude generally manages new accounts on a discretionary basis and provides continuous monitoring and rebalancing, with the investment process potentially including short‑term trading and options in line with client objectives.

Distinctive operational features include a formal implementation and back‑office relationship with Focus Point Solutions, which supplies model portfolios, performance reporting and administrative services, and the firm’s use of third‑party signal providers for some strategies. The brochure also discloses that several advisory representatives have dual roles as registered representatives and licensed insurance agents and that the firm participates in revenue‑sharing and other economic arrangements with custodians and broker‑dealers—arrangements the firm identifies as potential conflicts of interest and describes in its disclosures; the firm manages roughly $566 million in client assets, with the vast majority handled on a discretionary basis.