Upleft Asset Management

Upleft Asset Management provides discretionary investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, and charitable organizations. The firm manages approximately $54 million across roughly 50 clients and constructs portfolios primarily using low-cost mutual funds and ETFs, with the ability to include individual stocks and bonds when appropriate.

The firm’s process emphasizes individualized goal-setting and strategic asset allocation, followed by continuous monitoring and rebalancing; Upleft generally pursues a long-term orientation but will execute shorter-term trades for rebalancing, tax harvesting, or to meet client cash needs. Investment selection draws on both fundamental and technical analysis, and Upleft may implement client portfolios through unaffiliated independent managers or on the SEI Private Trust Company platform while maintaining ongoing oversight.

Noteworthy operational features include a small advisory team managing multi-million dollar assets and an institutional relationship with SEI Private Trust Company that provides platform software and services—an economic benefit Upleft discloses and factors into its custodial recommendations. The firm has also disclosed less-common practices for a firm its size, such as the use of standing letters of authorization for money movement, limited custody via direct fee deduction, and a policy of not accepting proxy-voting responsibility for client securities.