Littlefield Asset Management, Inc.

Littlefield Asset Management provides discretionary portfolio management to individuals and high‑net‑worth clients, with a focus on equity investments. The firm reports managing approximately $141 million across about 54 client accounts and does not impose a minimum investment requirement.

The firm applies a value‑oriented investment approach, seeking high‑quality, primarily blue‑chip companies judged through fundamental analysis and resources such as company annual reports and Value Line; exchange‑traded funds may be used for index exposure. Accounts are managed on a discretionary basis, with custodial statements at least quarterly and firm‑provided quarterly summaries and an annual report that includes a year‑end transaction journal for tax purposes.

Compared with many peers, LAM oversees a relatively large pool of assets for a modest number of clients, implying higher average account sizes, and it manages all assets internally without using third‑party managers or performance‑based fees. The firm generally directs custody to specific custodians (primarily Charles Schwab, with some assets at Morgan Stanley), typically places trades on an account‑by‑account basis rather than aggregating orders, and does not vote proxies on clients’ behalf.