No-Load Asset Management

Overview

No-Load Asset Management is a small, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients, plus small-business relationships. The firm focuses on financial planning and discretionary portfolio management for retail clients, charging a combination of a percentage of assets under management and hourly fees. Investment activity shows a clear equity-first orientation: the majority of the firm’s assets are held in exchange-traded equities and similar liquid equity exposures. The adviser does not position itself as a capital allocator to external private fund platforms, does not report active ESG integration, and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices