CRD: 315951
Keturi Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-21-2022
- Office Locations
- 1
Office Locations
About Keturi Investment Management, LLC
KETURI Investment Management is an Oregon-based RIA managing long-term portfolios for individuals and families, with retail and institutional relationships. The firm emphasizes a principles-driven process and invests alongside clients, with success measured beyond short-term returns. Portfolios are built primarily with ETFs and disciplined asset allocation across public equity and fixed income, typically custodied at Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARTEN ROBERT ZAGUNIS
Chief Operations Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
ROBERT FRANK ZAGUNIS
Chairman, Chief Compliance Officer
- CRD
- #2314693
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gustav Raymond Light
--
- CRD
- #7439521
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,603,187 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,603,187 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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