LIFETIME STRATEGIES, LLC

Overview

Lifetime Strategies, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm combines accounting services with financial planning and portfolio management for individuals and small businesses, offering fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Its practice is largely discretionary—its entire reported asset base is managed on a discretionary basis—and the firm shows a clear preference for equity-oriented allocations, implemented through separate managed accounts and exchange-traded vehicles. Investment activity centers on core equity exposures supplemented by engineered allocations to alternatives. Lifetime Strategies uses third-party alternative managers rather than acting as a direct capital allocator, and its investment approach appears tailored to client-level customization (tax considerations and account-level preferences) typical of small RIAs that use SMAs and custodial trading platforms to implement portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices