LUTHER WEALTH MANAGEMENT

luther-wealth-management-logo

Developing financial advisory software focusing on improved Modern Portfolio Theory asset optimization. Performing Portfolio Optimization including fat tailed, skewed distributions, conditional asset return correlations, and multiple customizable risk measures.

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LUTHER WEALTH MANAGEMENT

Industry:
Financial Services FinTech Personal Finance Software

Founded:
2018-01-08

Total Employee:
1+

Status:
Active

Email Addresses:
[email protected]


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Luther Wealth Management’s investment philosophy is grounded in the fundamentals: Well-diversified portfolios tailored to the needs and risk preferences of the client; Maximizing tax …See details»

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Oct 16, 2024 · Luther Wealth Management, registered in 2018, serves 1 state (s) with a licensed staff of 1 advisors. Luther Wealth Management manages $2.0 million and provides investment …See details»

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Developing financial advisory software focusing on improved Modern Portfolio Theory asset optimization. Performing Portfolio Optimization including fat tailed, skewed distributions, …See details»

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Fully tailored portfolio management; Lifetime financial planning; Traditional and Roth IRA management; SEP plans; Tax loss harvesting; Required Minimum Distribution calculationsSee details»

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Firm Details for LUTHER WEALTH MANAGEMENT, AUM = 1954895.00, Last Form ADV Filed : 18-March-2024, Officers: LUTHER, JUSTIN, MICHAEL, LUTHER, JUSTIN, MICHAEL Radient …See details»

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