Terrafort Capital LLC

Terrafort Capital is an independent, single‑adviser advisory firm that serves a mix of individual and institutional clients, including pension plans, endowments, and other pooled investment vehicles. The firm offers discretionary investment management and financial planning, along with co/sub‑advisory services, Outsourced CIO support, and pension consulting engagements.

The firm combines third‑party model access with direct portfolio management — for example, it acts as a co‑advisor on the Morningstar Wealth Management Platform and can manage held‑away participant accounts through the Pontera order‑management system while custodied accounts are typically maintained at Interactive Brokers. Its investment work spans traditional equities and fixed income as well as alternative investments and pooled vehicles (private funds, REITs, structured products), with ongoing account reviews and the option, for qualifying clients or vehicles, to use performance‑based compensation arrangements.

Noteworthy differences from many solo independent advisers include an affiliated entity that engages in offshore real estate brokerage and project financing activities, the firm’s production of periodic newsletters and public educational seminars/workshops, and explicit product‑design and training services for institutional clients. The brochure also discloses side‑by‑side management and related policies intended to mitigate conflicts when managing both performance‑fee and asset‑based accounts.