Lotus Asset Management

About Lotus Asset Management

Lotus Asset Management is an independent Wealth Management firm dedicated to setting a new standard of financial advice and investment management for select clients across the country. We are a full service financial 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.