JOSELIT ASSET MANAGEMENT

Overview

Joselit Asset Management is a small, owner-operated limited liability advisory firm that focuses on discretionary portfolio management for high-net-worth individuals, families and institutions. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly traded equities and exchange-traded products. Its advisory mandate covers both individual/small business portfolios and institutional or business accounts, and the firm does not describe itself as an active ESG investor. Investment approach is equity-centric: the ADV filing shows a clear preference for exchange-traded equites and ETFs as the primary building blocks of client portfolios. While the filing lists the ability to deploy third‑party alternative managers, it provides no named managers; mutual funds are also used as a complementary building block. Management is discretionary across the book, which indicates the firm actively executes and rebalances client accounts rather than relying on one-off recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices