Lattice Financial, LLC

Overview

Lattice Financial, LLC is a small independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management services. The firm operates as an LLC and charges clients on a percentage-of-AUM and fixed-fee basis. Advisory focus is concentrated on personalized portfolio management for individuals and small businesses, and it also provides portfolio management services to businesses or institutions. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator. Investment activity centers on pooled public funds as the core building blocks of client portfolios, with selective access to private-market strategies through third-party managers. Given the firm’s size and client base, Lattice Financial appears to prioritize straightforward, liquid solutions for core equity and fixed income exposure while selectively using alternatives to broaden return and risk sources where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices