Investment Management

Aloft Financial seeks to leverage industry resources for investment management services as we work with you towards achieving your investment goals.  Although no models are guaranteed to provide future results equal to their historical performances, we attempt to use historical information in order to create and implement strategies we believe will be helpful for you.

Wealth Management  =  Financial Planning  +  Investment Management

Elevate Your Wealth. Secure Your Future.

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Resources for Investing

When you work with Aloft Financial for investment management services, your funds and accounts reside with large industry custodians.  Aloft Financial presently works with LPL Financial and Charles Schwab as custodians for their clients.  These firms have access to a variety of investments for our clients, including stocks, bonds, mutual funds, institutional investment strategies, separately managed accounts, insurance strategies, including relationships with insurance companies, and alternative investments such as real estate funds and hedge funds.  Our goal is to work with you to navigate which products, strategies, and services align with your goals and will help contribute to balance in accordance with your risk tolerance.

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Risk Tolerance

The first, critical step for Investment Management services is to evaluate the balance between your desire for results versus the potential risk associated with the methods used attempting to achieve those results.  We call this Risk Tolerance.  We seek out optimal industry resources to help guide us in the analysis of your personal risk tolerance.  But, again, Risk Tolerance resources and tools heavily weigh historic patterns and information.  Even the best Risk Tolerance tools cannot guarantee safety or success.

Beginning investors may be best served by a balanced mutual fund.  Investors accumulating funds may be best served by an allocation among mutual funds with various strategies and different fund managers.  Some clients will prefer specific stock and bond selections. 


Additional strategies include using models of institutional investors to manage investments, contributions, and distributions. 


Your financial plan may benefit from certain insurance products.  Projection models and financial planning software sometimes show a higher percentage of achieving goals with an annuity stream some insurance products can provide.  Insurance is also important for protection.

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Some investors may desire to put a small portion of their investments in specialty products such as hedge funds using Fundamental, Relative Value, or Tactical Trading strategies.  Some investors may desire to take advantage of Private Market Solutions, such as Private Credit, Private Equity, Real Estate, and other Infrastructure and Real Assets.


Aloft Financial’s Investment Management service has access to teams of professionals to assist you with planning and implementing a variety of strategies as part of your comprehensive financial plan.

Investment Management Services

  • Account Management and Monitoring
  • Investment Selection
  • Asset  Allocation Alignment
  • Gain/Loss Harvesting (Non-retirement accounts)
  • Annual Portfolio Reviews
  • Rebalancing and Risk Tolerance
  • Investment Research

Take Control of Your Financial Future Today

At Aloft Financial, we are dedicated to helping you build and manage your wealth with confidence. Whether you’re planning for retirement, growing your investments, or protecting your family’s legacy, our team is here to provide the guidance and support you need.

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