A complete list of active advisors currently associated with Liska Investments LLC
Warmer can help you find a great advisor at Liska Investments LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Liska Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 6
|
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