Owtur Investment Advisors, LLC

Overview

Owtur Investment Advisors, LLC is a small, boutique advisory firm that manages discretionary portfolios for individual and family clients and provides selection of other advisers when specialized expertise is needed. The firm charges fees as a percentage of assets under management and acts as a capital allocator—building core equity exposure while tapping external managers for niche mandates. Equities are the dominant allocation preference, with exchange-traded holdings making up the bulk of invested assets. Owtur does not position itself as an active ESG investor and appears to run a single-office, client-focused practice rather than a multi-state or institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices