Latitude Advisors, LLC

Overview

Latitude Advisors, LLC is an independent registered investment adviser first registered with the SEC in 2009. The firm identifies as a capital allocator and serves individual and family clients along with institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Compensation is flexible and includes asset‑based fees as well as hourly and fixed-fee arrangements. Latitude’s public filings indicate a preference for pooled public products—mutual funds and ETFs—while also allocating to external alternative managers. The firm does not describe itself as an active ESG investor in the available data. It positions itself to blend discretionary portfolio management with occasional non‑discretionary mandates and third‑party manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices