LIFE STRATEGIES, INC.

Overview

Life Strategies, Inc. is an independent registered investment adviser operating as a corporation and primarily serving individual and family clients. The firm combines fee-based portfolio management with financial planning and maintains an insurance brokerage practice, which supports distribution of annuity products and insurance-linked solutions. Its advisory work is focused on customized portfolios for individuals and small business owners, delivered on both percentage-of-AUM and fixed-fee bases. Life Strategies, Inc. is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Investment activity is centered on pooled public vehicles rather than direct security selection. The firm operates with discretionary authority over client accounts and emphasizes efficient implementation through mutual funds and similar public funds held at a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices