Voltz Asset Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Voltz Asset Management Inc. provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and retirement plans. The firm works with a relatively small number of client relationships and advises across mutual funds, equities, fixed income, ETFs, REITs and private placements.
The advisor documents each client’s goals and risk tolerance in an Investment Policy Statement and applies a mix of charting, fundamental, technical and cyclical analysis to construct portfolios. Implementation can include both long‑ and short‑term strategies and may employ higher‑risk techniques such as short sales, margin transactions, and options writing; accounts are reviewed monthly by the principal.
Distinctive operational features include a practice of collecting advisory and planning fees in arrears rather than in advance and a requirement that clients use the firm’s chosen custodian. Compared with many peers, the firm emphasizes tactical tools and individualized IPS-driven planning while serving a concentrated client roster.
Client services
Expertise
Fee options
Below $20,000+: $50 per quarter $20,000+: 1.00% annually
$250 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $50 per quarter for accounts below $20,000
Main office
Bay Shore NY
Advisors at this office
1
Most active in
New York
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
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