Our firm strives to assist our clientele not only in the accumulation of wealth but the preservation of it.

    At JP Lotito & Company, our firm strives to assist our clientele not only in the accumulation of wealth but the preservation of it. Our duty begins by reducing risk and identifying opportunity. We believe in proactively mitigating the consequences of market volatility, inflation, taxation and misinformation to secure wealth and prosperity on behalf of our sacred clients and their futures.

• Wealth accumulation through the use of a plethora of disciplined procedures, tactical maneuvers and the implementation of strategies which protect client asset values and generate new capital over a lifetime.
• Risk based planning enables our firm to customize an investment and risk management plan for each client’s unique needs. It is our number one objective to safeguard our client’s assets.
• A focused discipline to generate Alpha, while reducing risk, in order to increase assets on behalf of our clients.

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