Future Benefits, Inc.

Financial Services - Cheshire, CT, US

Future Benefits, Inc. Details

In managing client assets, Future Benefits specializes in analyzing outside money managers and no-loadmutual 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 incomeand growth objectives.Since its establishment, Future Benefits has steadily increased assets under management. Today, wemanage more than $400 million in assets, ranging from corporate retirement plans to individualinvestment plans and church/nonprofit endowments. Equally important, we have an impressive portfolioof long-term clients – a testimony to the services we provide and the personal relationships we have builtover 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.

Future Benefits, Inc. logo, Future Benefits, Inc. contact details
Employees: 10 - 19
HQ: 248-433-2280
Location: Cheshire, CT, US
Revenue: 1 - 2.5 Million
Corporate retirement plans; pension and profit sharing 401(k) plans Trust Accounts Endowments IRAs Individual and family investment plans Financial Services Financial Advisory Services
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