RIAs

How We Help RIAs

Future Capital is an industry-leading managed account solution helping defined-contribution plan participants with professional investment management and custom retirement planning.

For over two decades, we’ve partnered with RIAs to help their advisors maximize their retirement plan business. With Future Capital, RIAs can now also offer their advisors a scalable, compliant tool for managing wealth clients' held-away 401(k) assets.  

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PRIVATE WEALTH ADVISORS
‍Held-Away 401(k) Management

Capture your clients' total wealth by providing Future Capital directly to their workplace retirement accounts. As your partner, Future Capital assumes the role of a discretionary fiduciary, delivering custom-tailored investment advice to your clients’ retirement accounts. You don’t need a relationship with the plan, only with your client. Future Capital can connect with all of the largest retirement providers.

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ADVISORS SELLING RETIREMENT PLANs
‍PARTICIPANT MANAGED ACCOUNTS

Not all managed accounts are equal. Future Capital is a high-touch, high-engagement managed account provider. We help advisors secure more retirement plan business, increase plan retention, and identify participant assets that are held outside of their 401(k) plan.  Our custom engagement experience drives higher plan adoption for any plan size.

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