Liska Investments LLC

Liska Investments is a small independent advisory firm that provides consulting and non-discretionary investment advice primarily to individual investors (the firm generally works with clients who have less than $50,000 in assets but is open to all). Services are delivered through scheduled hourly conferences and an optional ongoing monthly monitoring subscription; the firm does not manage client assets or accept discretionary trading authority.

The firm’s investment process combines fundamental, value-based security selection with technical analysis for timing and typically emphasizes long-term value stocks, ETFs, and large-cap index funds while seeking diversification and international exposure when appropriate. Clients who opt into the monthly monitoring receive periodic email updates, alerts, and suggested entry and exit points, and the firm discusses custodian and account options while leaving trade execution to the client.

Noteworthy differences from many peers include the use of a subscription-style monthly monitoring fee and regular periodical emails rather than percentage-of-AUM billing, and the firm’s public website features educational tools such as a fiduciary FAQ and a free retirement calculator. As a solo practitioner with a small client roster, Liska Investments stresses an advice-only, non-custodial relationship with transparent invoicing and a policy of not debiting client custodial accounts.