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Benjamin S

Series 65

Englewood, CO

Lift Asset Management

Benjamin Spicer is a financial advisor at Lift Asset Management with one year of industry experience. He holds a Series 65 credential and has held positions at both Lift Asset Management and Rocky Mountain Lift Asset Management. Prior to his advisory roles, he worked in educational institutions including the University of Colorado Boulder, University of Colorado, Colorado Mountain College, and Aspen High School. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients. The firm uses a combination of core passive allocations with active tactical adjustments based on fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular reviews.

Active portfolio management Passive / index investing Options & derivatives strategies
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Robert S

Series 63, Series 65

Englewood, CO

Lift Asset Management

Robert Spicer Jr. is a financial advisor at Lift Asset Management in Englewood, CO, holding Series 63 and Series 65 credentials with 34 years of industry experience. His prior roles include positions at Edward Jones, Spicer Private Wealth Management, and First Financial Equity Corporation. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients, using a tailored approach based on each client’s goals and risk tolerance. The firm combines core passive allocation with active tactical adjustments and manages portfolios on a discretionary basis with regular reviews.

Active portfolio management Passive / index investing Options & derivatives strategies
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