LORETTA NOLAN ASSOCIATES, LLC

Overview

Loretta Nolan Associates, LLC is an independent registered investment advisor that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates on a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—allowing for both comprehensive planning engagements and ongoing advisory relationships. Its advisory model skews consultative: the vast majority of client assets are managed on a non-discretionary basis, which indicates the firm commonly implements strategies with client approval rather than through broad discretionary authority. Investment activity centers on liquid, exchange-traded instruments as the primary building block for client portfolios, supplemented by targeted allocations to alternative strategies and income-oriented vehicles. The firm is not an active ESG investor and does not serve as a multi-state adviser. Services are delivered through a small, concentrated practice focused on individualized planning and portfolio oversight rather than institutional mandates or pooled private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices