LA JOLLA ASSET MANAGEMENT, INC.

Overview

La Jolla Asset Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. Investment activity centers on publicly traded equities and exchange-traded products, with a clear preference for equity exposure across client portfolios. The firm also integrates mutual funds and corporate debt where appropriate for diversification and income, and it allocates to real estate through third-party alternative managers. La Jolla Asset Management, Inc. appears to structure client arrangements around separately managed and pooled vehicles tailored to individual account objectives, emphasizing equity allocations while using fixed-income and mutual funds to temper volatility and meet income needs. The adviser is not positioned as an active ESG investor and lists individuals and families as its primary client base.

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Location & Offices