LIFE STRATEGY PARTNERS

Overview

Life Strategy Partners is a small, independent registered investment adviser that runs equity-focused portfolios and provides fee-based financial planning and portfolio management services. The firm’s filings show a clear preference for exchange-traded equities as the primary building block of client portfolios, and its advisory activities include selecting outside managers and running educational workshops. That mix suggests they act both as a direct portfolio manager and as a capital allocator, bringing in third-party managers where specialized exposure is required. Investment activity centers on publicly traded equities supplemented by targeted allocations to alternatives. Their stated fee options include percentage of AUM, hourly, and fixed fees, which aligns with serving a mix of account types and objectives rather than a single institutional model. The firm is not flagged as an ESG investor and is not listed as a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices