Independent Advice

Independent Advice

One of the cornerstones of our business is Independence.  Working for you is our number one priority.  As a true advisor, we are not driven by transaction-based commissions to push proprietary investments or other investments that our employer needs to get out of its inventory.  When we discuss your unique financial situation and goals, we open the entire universe of potential investments to seek out those that will work together in the best way to help you achieve your ambitions.

By operating in this structure, we are able to eliminate bias and conflicts of interest to ensure you have the best portfolio we feel possible at any given point in time.

We recognize that each client is different.  Age, family situation, employment position, retirement desires, and other factors all play a role in developing each client’s particular strategy.  When you work with us, you can be assured that we only recommend investments and portfolios that will work best for your specific circumstances.

Terms of Use          Form ADV Part 3 (Client Relationship Summary)

Investment Advisory Services offered Lifestyle Asset Management, Inc. ("LSAM").  LSAM is registered as an investment advisor with the state of Texas.  The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.  The firm is not engaged in the practice of law or accounting.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.  Investments involve risk and unless otherwise stated, are not guaranteed.  All investment strategies have the potential for profit or loss.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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