Uplift Investing, Inc

Overview

Uplift Investing, Inc. is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and operates with an individual-owner structure. Investment activity centers on liquid, exchange-listed securities, with a clear preference for equity exposure. The adviser does not position itself as an active ESG investor, and it does not advertise multi-state or institutional pension consulting services. With a compact client base and a hands-on structure, Uplift Investing emphasizes straightforward, equity-driven portfolios supplemented by mutual funds and limited exposure to commodities strategies. That mix suggests a bias toward tax- and cost-efficient implementation—primarily ETFs and listed stocks—while retaining flexibility to use mutual funds and commodity vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices