Aloft Financial

Overview

Aloft Financial is a small, independent RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines advisory work with insurance brokerage and accounting services, which shapes how it constructs client solutions—tax and insurance considerations are built into portfolio and income-planning decisions rather than treated as separate services. Aloft Financial explicitly integrates ESG considerations into client portfolios and shows a clear preference for exchange-traded equities as the core building block of client allocations. The firm uses a fee model that includes a percentage-of-AUM charge for advisory relationships and hourly billing for planning or project work. Given its owner-type and boutique scale, the firm appears positioned to deliver hands-on, customized advice rather than running broad, institutionalized product platforms. Investment manager selection and third-party allocations appear targeted and pragmatic, with alternatives used selectively to complement equity-heavy exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices