JM Lotshaw Consulting

Overview

JM Lotshaw Consulting is a small, client-focused wealth advisory practice that manages portfolios for individuals and small businesses. The firm operates as a sole proprietorship and charges clients a percentage-of-AUM fee. Its stated advisory activity centers on discretionary portfolio management, with a clear preference for publicly traded equities and exchange-traded instruments as the primary building blocks of client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Portfolio construction appears to favor liquid, market-traded securities delivered through separately managed account structures. Given the concentrated client base and modest total assets, investment decisions emphasize tradable, transparent exposures that can be sized to individual client needs and monitored on a daily basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices