Liska Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liska Investments LLC provides consulting and non-discretionary investment advice primarily to individual investors, generally those with smaller account sizes. The firm helps clients evaluate their financial situation, choose account types and custodians, and develop investment recommendations, while clients retain full authority to implement trades through their chosen brokers.
The firm uses an individualized process that starts with assessing income, savings, goals, and risk tolerance, combining fundamental, value-oriented security selection with technical analysis for timing entry and exit points. Typical recommendations emphasize long-term value stocks, ETFs and large-cap index funds, with efforts to manage risk through diversification and selective use of international securities.
Distinctive features include a fee structure that pairs negotiable hourly consulting with a flat monthly monitoring retainer billed directly to clients, and the delivery of periodic email updates that summarize market conditions and specific buy/sell/hold suggestions — a subscription/newsletter-style service uncommon among peers. Liska Investments does not take custody of client assets, does not charge percentage-of-assets fees, reports no assets under management, and does not accept discretionary authority for client accounts.
Client services
Expertise
Fee options
$100 per hour, negotiable, billed in quarter-hour increments with a one-half hour minimum
Monthly monitoring fee starting at $10 per month, negotiable
Fee-only: Hourly conference fee of $100 per hour, negotiable, billed in quarter-hour increments with a one-half hour minimum; Monthly monitoring fee starting at $10 per month, negotiable
Main office
Columbus OH
Advisors at this office
1
Most active in
California · Ohio
Also doing business as
Jml Investmenst LLC · Jml Investments · Liska Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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