Full-Service Asset Management
Invest Well. Live Well.
Personalized Portfolio Management
Each client receives an Investment Policy Statement detailing the client’s return expectations, risk tolerance, asset allocation guidelines, and current tax rate. The portfolio manager reviews the policy statement annually and makes every effort to minimize tax consequences.
Performance and Reporting
Each quarter, Lighthouse Financial provides performance reports, a market commentary, and a client specific update. All performance is judged against a standard industry benchmark such as the S&P 500.
Client-First Service
Clients receive the finest customer service and have personal contact with the portfolio manager. Accounts are reviewed daily.
Steve Wotovich, CFA, CFP
Portfolio Manager and President
Steve has served as President and Portfolio Manager of Lighthouse Financial since 2003. A cum laude graduate of Harvard University with an AB in Economics, he holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Steve has more than 28 years of experience in the financial services industry, having begun his career at T. Rowe Price in the small business retirement plans department before spending six years at Citigroup's Global Securities Services Division, where he worked in mutual fund accounting before moving into a business consulting role.
Known for his client-first, family-oriented approach, Steve currently has over $800 million in client assets under management.
