A complete list of active advisors currently associated with Lift Asset Management

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

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.

To learn more about the advisors currently working at Lift Asset Management, 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.