LITOVSKY ASSET MANAGEMENT

Overview

Litovsky Asset Management is a small, privately owned investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses while also offering pension consulting services. The firm runs a fixed-fee advisory model and concentrates client assets in public funds and mutual funds rather than running a heavy in-house trading operation. Management appears to favor pooled vehicles and third-party managers for specialty allocations, and the firm does not market itself as an ESG investor. With an owner-operated structure and a single-office footprint, the firm operates as a regional, boutique RIA serving both individual/family and institutional clients. Investment activity centers on diversified exposure through professionally managed public funds, with targeted use of third‑party managers when allocating to nontraditional asset classes. The adviser is not set up as a capital allocator in the sense of running a multi-manager platform, which suggests the team selects external managers or funds to implement specialty ideas rather than operating dedicated funds of its own.

Assets & Accounts

Investments & Alternatives

Location & Offices