Futura Asset Advisors LLC

Futura Asset Advisors LLC is a registered investment adviser based in Coral Gables, FL, established by Henry Urquidi. As of December 31, 2024, the firm manages $296,641,585 in assets, with $283,548,505 under discretionary management. Futura specializes in providing investment advisory and consulting services to high-net-worth individuals, families, foundations, trusts, and institutions. Services include portfolio management, asset allocation, and investment strategy analysis. The firm offers discretionary management services and maintains a Limited Power of Attorney for directing investments. Futura may engage Third-Party Investment Managers to manage client assets based on factors like risk tolerance and investment philosophy. For fees, Futura charges up to 1% of assets under management, billed quarterly, with additional fees for non-asset-based services. Clients may incur separate fees from mutual funds. The minimum suggested investment is $2,000,000, with discretion to accept lesser amounts. Investment portfolios are tailored to meet client needs, emphasizing long-term positive returns through diversified investments. Futura's investment philosophy is based on Modern Portfolio Theory, aiming to maximize returns while minimizing risk. The firm does not offer performance-based fees and serves high-net-worth individuals, families, foundations, private funds, and institutions. Clients have investment discretion, and Futura does not vote proxies on their behalf. The firm has a Business Continuity Plan and maintains client privacy.