Lifetime Equity Investments LLC

Overview

Lifetime Equity Investments LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm’s investment posture is equity-centric: exchange-traded equities represent the dominant allocation across client portfolios. Services are delivered under a percentage-of-AUM fee model and the business is organized as an LLC with an individual owner type. Lifetime Equity Investments does not position itself as an active ESG investor and is not listed as a multi-state adviser. Portfolio management activity centers on constructing liquid, publicly traded equity exposures supplemented by mutual funds and corporate debt. The firm’s documented advisory offering is tailored to individual and family clients, with portfolio mandates executed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices