KETURI INVESTMENT MANAGEMENT, LLC

Overview

Keturi Investment Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and discretionary portfolio management. The firm runs a fee model based on a percentage of assets under management and positions client portfolios heavily toward publicly traded equities. Keturi operates as a small, boutique RIA that concentrates on customized wealth management for a limited client base rather than institutional or pension work. The adviser does not identify as an active ESG investor and is not structured as a multi-state or related adviser. Investment activity centers on exchange-traded securities as the primary allocation vehicle, with select allocations to third-party real estate managers and mutual funds to broaden diversification. The firm’s operational model emphasizes direct management of separately managed accounts and tailored portfolios for high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices