Lift Asset Management

Overview

Lift Asset Management is an independent, Colorado-registered LLC that provides portfolio management primarily for individuals and small businesses. The firm is owned by an individual principal and bills clients using a combination of percentage-of-assets-under-management fees and hourly charges. Its stated advisory activity centers on discretionary portfolio management for private clients rather than institutional pension consulting or multi-state advisory programs. The firm does not present itself as a dedicated capital allocator and does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices