La Jolla Asset Management, Inc.

Overview

La Jolla Asset Management, Inc. is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges clients on a percentage-of-assets-under-management basis as well as through fixed fees. La Jolla does not identify as an active ESG investor and is not structured as a multi-state or related adviser; its activity is concentrated on discretionary portfolio management rather than pension consulting or capital allocation to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives