Lifetime Financial

Overview

Lifetime Financial is an independent, privately owned registered investment adviser that serves individual and family clients. The firm operates as a corporation with an individual owner and charges clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor, is not set up as a capital allocator to outside managers, and does not present as a multi-state or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives