Lotus Asset Management Limited Liability Company

Lotus Asset Management provides ongoing portfolio management and investment advice to individuals, high‑net‑worth clients, and charitable organizations, and offers tailored services such as held‑away account management for defined contribution plans and due diligence on alternative and private investments for accredited investors. The firm prepares an Investment Policy Statement for each client and delivers discretionary and non‑discretionary management across a range of eligible securities, including mutual funds, ETFs, fixed income, equities, real estate funds, and digital assets.

The firm uses a mix of analytical approaches—fundamental, technical, quantitative, cyclical analysis, and modern portfolio theory—alongside qualitative, on‑chain analysis for digital assets and protocol adoption metrics. Investment strategies include long‑ and short‑term trading as well as more active techniques such as margin, short sales, and options trading, with portfolio construction and rebalancing driven by each client’s goals and documented risk tolerance.

Notable differences from many peers include managing client assets through wrap fee programs rather than only standard advisory arrangements, and the active use of derivatives (options and related strategies) in separately managed accounts. Lotus also combines traditional and digital‑asset expertise—including custody arrangements using Paxos/Interactive Brokers platforms—and performs ongoing alternative investment monitoring and tailored services for charitable organization clients.