A complete list of active advisors currently associated with La Jolla Asset Management, Inc.

Warmer can help you find a great advisor at La Jolla Asset Management, Inc. or one who fits your needs even better.

La Jolla Asset Management is a state-registered independent investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm constructs customized accounts organized broadly into income, growth & income, or appreciation strategies and typically charges fees based on a percentage of assets under management. The firm builds individualized portfolios rather than relying on predefined model portfolios, combining fundamental and technical analysis with a macroeconomic view and a proprietary screening process that emphasizes highly liquid NYSE and NASDAQ-listed stocks. Its investment approach favors long-term, diversified holdings, generally avoiding short-term trading, derivatives and alternative investments, with regular monitoring of accounts. Distinctive features include a two‑principal operating structure with those principals acting as the portfolio managers and a self‑supervised compliance arrangement, which is less common among very small independent advisers that are often solo practitioners. The firm is privately held with concentrated management ownership and a minority of passive outside shareholders, recently eliminated soft‑dollar arrangements in favor of directly paid third‑party research, and uses a custodial platform for trade execution and reporting.

To learn more about the advisors currently working at La Jolla Asset Management, Inc., 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.