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Lotus Asset Management

Lotus Asset Management

8 Stratton Dr, Trenton (NJ), 08690, United States

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(315) 925-6887

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About Lotus Asset Management is a full service independent Wealth Management firm focused on building and managing investment portfolios for our clients.
Description Lotus Asset Management is an independent Wealth Management firm dedicated to setting a new standard for financial advice and investment management for select clients across the country. We are a full service advisory firm offering objective, comprehensive financial services including analysis of current portfolios, custom-tailored planning and financial modeling, and client-specific investment plans to suit the needs, goals, liabilities, and risk tolerance of each client. Our clients range from individuals and families to corporations, foundations, endowments, and institutions.

Our focus is to provide our clients with a fully dedicated, unbiased, and holistic wealth management platform that will strive to meet every need and build wealth for the next generation and beyond. Our primary goal is to meet all of yours.
Products Current Portfolio Analysis
Investment Policy Statement
Financial Planning
Portfolio Management
Risk Management
Cash Flow Management
Asset / Liability Analysis

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