Lift Asset Management

Lift Asset Management provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, delivering tailored investment policy statements and ongoing portfolio monitoring. The firm advises across common investment types including mutual funds, equities, fixed income, ETFs (including precious metals), real estate funds and select non-U.S. securities, and offers consulting on topics such as life insurance, taxes, retirement, education and debt.

The firm combines a core passive approach with active, tactical adjustments informed by fundamental analysis and modern portfolio theory, and emphasizes long-term trading and documented risk tolerance in each client’s investment policy. Portfolio management is typically discretionary and reviewed at least quarterly, with client-specific restrictions and IPSs used to tailor allocations.

Lift is a small, recently formed adviser operating with a two-advisor team and a compact client roster, managing multi-million-dollar client relationships — a scale and client density that can result in more direct advisor involvement than larger peers. The firm requires use of a single custodian platform (Schwab Institutional), receives institutional research and related services through that relationship, does not utilize third-party advisers or wrap programs, and documents potential soft-dollar benefits as part of its brokerage practices.