In managing client assets, Future Benefits specializes in analyzing outside money managers and no-load mutual funds – with a focus on independence, transparency and minimizing transaction costs. In short, we manage investment managers on behalf of our clients, structuring entire portfolios to meet specific income and growth objectives. Since its establishment, Future Benefits has steadily increased assets under management. Today, we manage more than $400 million in assets, ranging from corporate retirement plans to individual investment plans and church/nonprofit endowments. Equally important, we have an impressive portfolio of long-term clients – a testimony to the services we provide and the personal relationships we have built over the years. Securities offered through Triad Advisors, LLC Member FINRA, SIPC. Advisory Services offered through Future Benefits, Inc. Future Benefits is not affiliated with Triad Advisors.
