Littlefield Asset Management, Inc.

Littlefield Asset Management provides ongoing discretionary portfolio management to individuals and high‑net‑worth clients, managing $141,077,611 across 54 client accounts as of December 31, 2025. Portfolios are invested predominantly in equities with selective use of index-based ETFs, and the firm gathers client financial information and risk objectives to tailor each account.

The firm’s investment approach centers on value investing, seeking high‑quality, primarily blue‑chip companies that it assesses as undervalued using fundamental analysis informed by company annual reports, internet sources, and Value Line. LAM typically pursues a long‑term holding horizon, manages client accounts on a discretionary basis, and delivers quarterly summaries plus an annual report that includes a transaction journal for tax purposes.

Noteworthy operational features include managing all assets internally without delegating to third‑party managers, custody relationships primarily with Charles Schwab (and some assets at Morgan Stanley), and a firm policy that generally requires use of the firm’s selected custodian rather than directed brokerage. The firm places transactions on an account‑by‑account basis rather than aggregating orders, does not vote proxies on clients’ behalf, and provides clients with custody statements and supplemental performance comparisons to the S&P 500.