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

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

Litovsky Asset Management is an independent advisory firm that serves business-sponsored retirement plans, including 401(k) and defined benefit/cash balance plans, and provides retirement-plan startup consulting and ongoing plan oversight. Services include comprehensive plan design studies, vendor selection (TPA and record-keeper), ERISA 3(38) discretionary investment manager duties, model portfolio construction, QDIA selection, and participant education/enrollment support. The firm’s investment approach emphasizes low-cost, transparent investment vehicles and seeks to manage portfolio risk through disciplined asset allocation, diversification, and periodic rebalancing. Retirement plan menus and managed portfolios are constructed primarily with index and passively managed funds, and recommended investments are screened using third-party research tools to control long-term investment costs and volatility. Several operational features distinguish this firm from many peers: it charges flat, fixed advisory fees rather than the more typical percentage-of-AUM fee, focuses primarily on pension and profit-sharing plan clients and pension consulting in an ERISA 3(38) capacity, and has ceased taking new individual retail clients (maintaining only legacy retail accounts). The combination of plan-specialist services and a small client base with approximately $88 million in discretionary assets reflects a boutique, plan-focused practice rather than a traditional mass‑retail advisory model.

To learn more about the advisors currently working at Litovsky 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.