Latticework Investment Management

Overview

Latticework Investment Management is organized as a limited liability company controlled by an individual owner and operates on a percentage-of-AUM fee model. The firm’s primary advisory activities are portfolio management for individuals and small businesses, and it supplements that work with publications and educational seminars or workshops. FINTRX flags the adviser as not active on ESG engagement and not registered as a multi-state adviser or pension consultant. The firm is not designated as a capital allocator in the FINTRX profile.

Assets & Accounts

Investments & Alternatives

Location & Offices