OPTURA ADVISORS, INC.

Overview

Optura Advisors, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves primarily individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its service mix also includes selection of other advisers and running educational seminars or workshops. Optura conducts insurance brokerage in addition to advisory work and charges clients via a mix of percentage-of-AUM, hourly fees and fixed fees. Investment activity at Optura skews toward liquid equity exposures. The firm is a capital allocator that supplements public-market strategies with allocations to external alternative fund managers. It does not position itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices