LIFEINVEST WEALTH MANAGEMENT, LTD

Overview

Lifeinvest Wealth Management, Ltd. is a fee-based advisory firm focused on serving individuals and families, with additional work for small businesses and institutional clients. The firm runs a mix of discretionary and non-discretionary portfolio management, tilting its allocation toward public equities as the core exposure while supplementing portfolios with fixed income and alternative allocations. Fee arrangements include percentage-of-assets as well as fixed-fee and other structures, which allows flexibility for different client needs and account sizes. The firm is not an active ESG investor and identifies a preference for equities in its tactical and strategic positioning. Investment activity shows a blended approach: liquid exchange-traded equities and ETFs form the core of client portfolios, while third-party managers are used for private equity, real estate and digital currency exposures. That combination suggests a model that uses traded instruments for day-to-day portfolio construction and external specialist managers where access, scale or complexity favor delegated solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices