TILTON ASSET MANAGEMENT

Overview

Tilton Asset Management is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and families. The firm runs a clear equity-first approach: exchange-traded equities dominate client portfolios and form the core of its investment activity. Investment decisions appear oriented toward liquid, market-traded instruments—primarily ETFs and listed equities—supplemented by mutual funds and corporate debt to provide income and diversification. The business is organized as a corporation with an individual owner and positions itself to serve high-net-worth individuals and families rather than institutional clients. Advisory services are concentrated on portfolio construction and ongoing portfolio management for individuals and small businesses. Fee compensation is percentage-of-assets under management, underlining a traditional wealth-management client-advisor alignment rather than transaction-based models. Tax considerations and accounting expertise likely influence portfolio construction; the firm’s filings identify accounting as a primary business activity, which typically leads to an emphasis on tax-efficient wrappers, lot management and customized allocations for individual clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices