INVESTMENT CONSULTATION

Whether you are looking for a one-time evaluation of your investments or an ongoing review of your plan, this may be the service for you.  Our attentive financial professionals guide you to achieve the dreams of your personal financial goals by delivering expert advice on the market and economic trends.  After all, even the most confident investors like to have a professional looking over their shoulder. 

Lifetime Capital Management acts as a fiduciary of your funds, so you can count on our advice being unbiased, clear, and perfectly suited to your needs and goals.  We consider performance, tax implications, and risk to determine the best path for your portfolio.

Diversified Portfolio Construction includes:

• Low cost mutual funds
• Exchange traded funds
• Individual securities

Portfolio Reviews and Rebalancing
The timing of review is your choice and rebalancing is based on the timeline you choose. Clients most commonly choose to meet quarterly, semi-annually, or annually.  However, if your portfolio is complex or the market conditions are changing dramatically, your advisor may recommend meeting more frequently.  

Getting Started
This service is the most flexible and cost effective of our money management offerings, but it also requires more of your involvement. The initial Investment Consultation is $500, which includes a full assessment of your personal financial situation, goals, risk tolerance, and personal biases (ie. green investing, socially conscious investing, religious bias, etc.). 

Call us today to schedule a Discovery Session to get started on your path to financial success.

As someone with 15 years of capital markets and investment banking experience, I know all too well how difficult it is to find trust, candor and humility in an advisor. I found quickly that Lifetime Capital Management answers questions when they know the answer.  I find comfort and trust in someone when they tell me they don’t know the answers but will research it, and return promptly and confidently with the right advice or directions.  BL