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 investment consulting and advisory services primarily to individual investors and generally works with clients who have relatively modest investable assets (the brochure indicates a focus on clients with less than $50,000). The firm does not accept discretionary authority or custody of client funds and instead assists clients with account selection, trade placement guidance, and ongoing monitoring at the client’s direction. The firm’s investment approach is individualized, combining fundamental, value-oriented security selection with technical analysis to time entry and exit points; its stated emphasis is on long‑term value stocks, large‑cap index funds, ETFs and broad diversification, including international exposure. Clients who opt into ongoing services receive regular monitoring and monthly email commentary and alerts about market conditions and specific recommended holdings, while final trading decisions remain with the client. Noteworthy features that distinguish the firm from many peers include a subscription-style advisory model and a monthly newsletter with individualized alerts — arrangements that are uncommon among similarly sized independent advisers — and an explicitly negotiable fee arrangement rather than percentage‑of‑assets billing. The sole advisor reports no commission or soft‑dollar arrangements, no performance‑based fees, and reported no discretionary assets under management as of the brochure date.

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.