What Really Matters
Our philosophy is simple. We believe most investors stay away from investing in Wall Street for two reasons – First, they don’t have enough money and second, they don’t want to lose money. While we at Future Wealth can’t help with the first, our mission is to help with the second. Here’s how we do it. We look at each customer as an individual and assess their risk profile. We then recommend appropriate low cost investments in fundamentally sound companies that you buy and hold for long periods of time without overcomplicating it with financial jargon or confusing verbiage. There are no hidden fees or commissions and the investor benefits from our years of Wall Street experience. And finally, we provide downside protection for each investment based on the individual’s risk profile.
We believe everyone should feel comfortable with their investment strategy and we work to make sure each client feels confident in the plan that’s selected for them. We mainly deal in ETFs, as we believe they offer the most compelling fee structure, protection and exposure to you as an investor. We then build a portfolio of the stocks and ETFs that is customized to your risk profile while keeping our management fees low and affordable. We don’t believe you should have to pay 2-3% a year in the various advisory fees, management fees, transaction fees and other hidden fees to get investment advice from someone who does not have Wall Street experience or who is willing to give you the individual attention you deserve. This is the difference you can expect with Future Wealth, LLC.
I went from having a plethora of investments in my portfolio that I did not understand to a handful of investments that fit my risk profile. Thanks to Future Wealth for re-configuring my portfolio which was highly susceptible to a correction to one that reduced my risk exposure.Fiona C. | Los Gatos, California
Jay Srivatsa is the CEO and Founder of Future Wealth LLC. Prior to starting Future Wealth in 2016, Jay spent 10 years in Wall Street’s investment banks as an equity analyst recommending technology stocks to mutual and hedge fund managers. Before he joined Wall Street, Jay spent his first 10 years after graduate school working at few Silicon Valley Tech firms and then another five years in Market Research at Gartner Inc. and iSuppli Inc. Jay holds MS in Economics and Operations Research from Stanford University, MBA from Santa Clara University and MS in Industrial Engineering from Texas A&M University. He holds Series 7, 24, 63, 65, 86 and 87 securities registrations.
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