LIFE'S BUSINESS, INC.

Overview

Life's Business, Inc. is an independent registered investment adviser that serves individuals, families and small-business clients. The firm’s advisory work centers on financial planning and portfolio management, charging a mix of percentage-of-AUM, hourly and fixed fees. Its asset mix shows a clear tilt toward equities: exchange-traded equities are the dominant vehicle across the client portfolios the firm manages. Life's Business, Inc. does not position itself as a capital allocator and it is not an ESG-focused manager. The firm lists an accounting firm affiliation, indicating coordination with outside tax and accounting professionals as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices