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Loftus Wealth Strategies
LOFTUS WEALTH STRATEGIES is a state-registered investment adviser with $57 million in regulatory assets under management. The firm manages $51 million on a...
Overview
LOFTUS WEALTH STRATEGIES is a state-registered investment adviser with $57 million in regulatory assets under management. The firm manages $51 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
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Country
null
City
null
Corporate office
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Frequently asked questions
What investment approach does Loftus Wealth Strategies use?
The firm employs direct indexing, holding individual stocks to enable tax-loss harvesting at the security level, alongside fixed income and alternative investments. The strategy is designed to minimize tax drag while maintaining diversified portfolios.
Does Loftus Wealth Strategies participate in direct deals or only fund commitments?
The firm's investment approach primarily involves asset allocation across public equities and fixed income. No publicly disclosed direct deals or fund commitments are available.
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