Future U Financial Inc.

Overview

Future U Financial Inc. is an independent registered investment adviser that serves a small roster of high-net-worth individuals, families and some institutional clients. The firm’s business mix is advisory and financial planning-focused, charging a blend of percentage-of-AUM, hourly and fixed fees. Its reported profile shows an equity-first investment preference: the adviser allocates the lion’s share of client capital to exchange-traded equities and structures portfolios around separately managed accounts for wealthier clients. Manager allocation interest centers on public equity exposures for core holdings and selective use of outside managers for private market and real asset allocations. The firm does not position itself as an ESG-focused manager and operates as a single-state adviser. An affiliation with a law firm is noted, which suggests coordination around estate, tax or trust matters as part of client service delivery.

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Public Holdings

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Location & Offices