Overture Investments LLC is an adviser based in Philadelphia. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.
Overture Investments provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Overture Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mohammad Immanuel Baki has been acting as President since 1 Mar 2005. Peter William Stanyer has served as the Chief Investment Officer since 1 Sep 2005. Jonathan Moore Chesshire joined the executive team most recently as the Aml Compliance Officer, Director.
The principal office where Overture Investments LLC performs its advisory services is located at 1717 Arch Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 267-498-4612 or by fax 267-498-6204. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.overturefinancial.com.