Fitzgerald Asset Management, LLC

Overview

Fitzgerald Asset Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates as a single-owner limited liability company and charges clients a percentage of assets under management. Investment activity skews toward public equities, with a clear preference for exchange-traded instruments as the primary means of implementing equity exposure. The firm does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser. Portfolios are managed on a discretionary basis, suggesting the firm takes day-to-day trading authority for the accounts it oversees. Given the scale of assets and the documented use of separately managed equity positions, the manager appears to favor liquid, ETF-driven equity strategies supplemented by mutual fund positions for broader exposure and hedge funds for alternative return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices