John J. Loughlin, Investment Advisor

Overview

John J. Loughlin operates a small, sole-proprietor advisory practice that focuses on portfolio management for individuals and small businesses. The firm’s public profile shows a clear equity preference: portfolios are implemented primarily through exchange-traded equities and ETFs, with investment activity reported as non‑discretionary. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees, indicating flexibility to serve a mix of ongoing advisory relationships and one‑off consulting engagements. The adviser does not identify as an active ESG investor and is not set up as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices