Lotusment Advisors, LLC

Overview

Lotusment Advisors, LLC is a small, independent advisory boutique that focuses on portfolio management for individuals and small business clients. The firm operates under a fee model that combines a percentage of assets under management with fixed fees, and it runs both discretionary and non‑discretionary mandates. Investment activity is heavily equity‑centric: the firm shows a clear preference for exchange‑traded equities and liquid, tradable instruments—typically implemented through separately managed accounts and ETF-based core exposures. Lotusment is not positioned as an ESG investor, nor as a multi‑state adviser, and it does not classify itself as a capital allocator; instead it sources alternative exposures through third‑party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices