Loftus Wealth Strategies

Overview

Loftus Wealth Strategies is an independent registered investment advisor that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm combines written financial planning, ongoing portfolio oversight and client education—publishing periodicals and running seminars—to deliver a mix of advisory and educational services. Its fee model is a combination of percentage-of-AUM and fixed fees, and it operates without a formal ESG investing focus or pension consulting practice. Investment activity centers on equity exposures, with an explicit preference for exchange-traded instruments. The advisor manages client portfolios on both discretionary and non-discretionary bases and appears to favor liquid, market-traded vehicles for core allocations while supplementing those with mutual funds and annuities where appropriate. Loftus Wealth Strategies is structured as a limited liability company and is owned by an individual principal.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices