Lift Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lift Asset Management provides ongoing portfolio management and financial consulting primarily for individual and high-net-worth clients, tailoring advice to each client’s goals, time horizon, and documented risk tolerance via an Investment Policy Statement. Services explicitly include portfolio construction and monitoring as well as consulting on investments, life insurance, tax, retirement, education, and debt/credit matters.
The firm combines a core passive allocation with active, tactical adjustments informed by fundamental analysis and modern portfolio theory, employs long-term trading, and may implement covered‑call option overlays when appropriate to generate income. Portfolios may include mutual funds, equities, fixed income, ETFs (including precious‑metal focused ETFs), real estate funds and non‑U.S. securities, and accounts are generally managed on a discretionary basis with at least quarterly reviews.
Lift Asset Management is a recently formed, two‑advisor firm with $35,376,651 in discretionary assets under management and a small client base (23 clients), which results in relatively individualized attention and no stated account minimum. The firm requires clients to custody assets at a single institutional custodian (Schwab Institutional) and discloses potential receipt of research or services from custodians (soft‑dollar benefits), practices that distinguish it from peers that permit broader custody choice.
Client services
Expertise
Fee options
1.25% annually
$500 per hour
Main office
13000 E Control Tower Road, Suite B
Englewood CO 80112
Advisors at this office
2
Most active in
Colorado · Texas
Also doing business as
Lift Asset Management · Lift Asset Management LLC · Rocky Mountain Lift Asset Management 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
Advisors at this firm
Benjamin S
Series 65
Englewood, CO
Lift Asset Management
Benjamin Spicer is a financial advisor at Lift Asset Management with one year of industry experience. He holds a Series 65 credential and has held positions at both Lift Asset Management and Rocky Mountain Lift Asset Management. Prior to his advisory roles, he worked in educational institutions including the University of Colorado Boulder, University of Colorado, Colorado Mountain College, and Aspen High School. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients. The firm uses a combination of core passive allocations with active tactical adjustments based on fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular reviews.
Robert S
Series 63, Series 65
Englewood, CO
Lift Asset Management
Robert Spicer Jr. is a financial advisor at Lift Asset Management in Englewood, CO, holding Series 63 and Series 65 credentials with 34 years of industry experience. His prior roles include positions at Edward Jones, Spicer Private Wealth Management, and First Financial Equity Corporation. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients, using a tailored approach based on each client’s goals and risk tolerance. The firm combines core passive allocation with active tactical adjustments and manages portfolios on a discretionary basis with regular reviews.
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