A complete list of active advisors currently associated with Upleft Asset Management

Warmer can help you find a great advisor at Upleft Asset Management or one who fits your needs even better.

Upleft Asset Management provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. The firm constructs customized portfolios that typically emphasize low‑cost mutual funds and ETFs, while also incorporating individual stocks and bonds and offering retirement‑account guidance. The firm’s investment process combines fundamental and technical analysis with a primarily long‑term orientation, while permitting tactical reallocations or shorter holding periods to rebalance portfolios or meet client cash needs. Upleft may implement portions of client portfolios through independent managers available on the SEI Private Trust Company platform and conducts ongoing oversight of those managers. Distinctive features include a small supported advisory team managing roughly $54 million for about 50 clients and an institutional relationship with SEI/SEI Private Trust Company that provides platform software and custodial services — a relationship the firm discloses as a potential conflict of interest. The firm also documents and uses standing letters of authorization for money movement for at least one client and employs staff with atypical outside roles (an associate who concurrently serves as a full‑time police officer), which are notable relative to many peers.

To learn more about the advisors currently working at Upleft Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.