Future Capital 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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Your trusted partner for held-away account 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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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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Future Capital is a trade name of ProNvest, Inc., a registered investment advisor with the Securities and ExchangeCommission (SEC). Website information is presented for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information and opinions are as of the date indicated, and are subject to change without notice. No part of this website may be reproduced in any manner, in whole or in part, without the prior written permission of ProNvest. By reading this material, you acknowledge, understand and accept the foregoing. All third-party trademarks (including logos and icons) referenced by ProNvest, Inc. dba Future Capital remain the property of their respective owners, are intended to identify the corresponding third-party goods and services and to constitute nominative fair use under applicable trademark laws. Unless specifically identified as such, our use of third-party trademarks does not indicate any relationship, sponsorship, or endorsement between ProNvest, Inc. dba Future Capital and the owners of these trademarks.

† Terms: Offer available to new clients of the Managed Account Subscription Service. Free time applies only to management fees charged by ProNvest for investment advisory services and is based on the calendar month at signup. New clients will not be charged a management fee for the first month of a subscription agreement with ProNvest and may cancel the service at any time. If the service is not cancelled within the first month, ProNvest will continue to manage the account and charge fees in accordance with the terms of the Managed Account Subscription Agreement.

Who We Serve

Registered Investment Advisors

How we help RIAs

Private Wealth Advisors

Your trusted partner for held-away account management

Advisors Selling Retirement Plans

Participant managed accounts

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