OTHER SIDE ASSET MANAGEMENT, LLC

Overview

Other Side Asset Management, LLC is a small, owner-operated advisory firm focused on portfolio management for individual and family clients (including small business owners). The firm runs a percentage-of-assets fee model and concentrates on discretionary management: its entire reported asset base is managed on a discretionary basis. Investment activity centers on publicly traded equities and exchange-traded products, with a clear preference for liquid, equity-oriented allocations rather than ESG-driven strategies. The firm is organized as a limited liability company and maintains an affiliation with an insurance company, which informs some of its product choices and client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices