Whether you want a financial advisor to look over your shoulder or a full-time, hands-on financial manager, we make sure a portfolio balanced with your life goals is within your reach. Our financial experts listen to your goals, investigate options, weigh pros and cons, and guide you through each decision-making processes. This flexible approach to money management results in custom-made, diversified portfolios directly aligned with your goals.
Unlike other investment advisory firms, Lifetime Capital Management does not have an extra management level above your financial advisor. Clients do not pay additional fees beyond the services of their advisor. Rather than incorporating extra fees, we pass savings onto you.
- Private Money Management – a premier money management service
- Financial Planning – Comprehensive financial planning, portfolio review and advice
We tactically shift sector weightings by using a proven sell discipline that keeps individual positions at no greater than 5%, while overweighting or underweighting market sectors by as much as 10%.
Call us today to schedule a Discovery Session and get started on a path to successful money management.