Tilton Asset Management

Tilton Asset Management provides portfolio management and related advisory services to individuals, high‑net‑worth clients, trusts and retirement accounts, with ongoing monitoring, reporting and client education. The firm's principal holds CPA, CFP and PFS credentials and offers tax preparation and tax‑planning services through an affiliated accounting practice that shares office resources; the accounting practice does not provide investment advice.

The firm follows a long‑term, Modern Portfolio Theory‑based approach, emphasizing strategic planning, asset allocation and a mix of active and passive funds to pursue diversification and tax efficiency. It implements client‑approved programs using mutual funds, ETFs and individual securities, provides continuous performance oversight with custodial reporting through Fidelity, and generally avoids short‑term market timing while accommodating margin, options or short sales when requested by a client.

Distinctive features include the integration with an affiliated CPA practice—an uncommon arrangement among independent advisers—which can facilitate closer coordination of tax and investment planning while maintaining separation of roles. The firm also generally does not vote client proxies, relies on Fidelity for custody and execution, and manages a relatively small client base under direct principal supervision.