SALIBA ASSET MANAGEMENT L.L.C.

Overview

Saliba Asset Management L.L.C. is an independent Registered Investment Advisor operating as a small, owner-managed firm that serves high‑net‑worth individuals, families and select institutional clients. Its advisory focus centers on comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. Investment policy is equity‑oriented: the firm allocates the vast majority of client capital to exchange‑traded equities and ETFs for liquid, core exposure, while supplementing portfolios with fixed income, corporate debt and third‑party alternative strategies where appropriate. The firm charges clients via a mix of percentage‑of‑AUM fees, hourly billing and flat fees, which allows flexibility across planning engagements and ongoing investment relationships. Portfolios appear implemented through separately managed accounts and pooled third‑party funds, with most accounts run on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices