Our Philosophy

Our Philosophy

First and foremost, we are fiduciaries. 

As a fee-based independent advisor, LifeStyle Asset Management ("LSAM") embraces the concept of being a fiduciary to ensure we always act in our clients’ best interest.  By avoiding conflicts of interest, we can assure our clients that we give unbiased, customized investment strategies and processes that help them strive towards their financial goals.  We are not affiliated with any company whose products we recommend, and only use investment platforms that are open architecture.

With this in mind, we offer years of experience to deliver a service which guides our clients through all types of markets.

Our basic investment philosophies include:

  • All major stock markets have never gone to zero
  • All major stock markets have never perpetually gone down
  • Diversification of and within asset classes does work
  • Market timing is only confirmed by historical data and not predictive of future market moves
  • Stock markets are not efficient…there will always be imbalances of perception and reality
  • Volatility also means Opportunity
  • Goals are investor specific and long-term…they should not change based on market movements or factors out of your control

We also fully understand that greed and fear are not investment strategies, but rather emotions carried through time by investors in markets.  Greed and fear are external short-term forces that may have a temporary effect on our clients’ portfolio values, but are not environments through which one should make irrational decisions.  We position portfolios ahead of these phases to ensure we are smoothing out the risk over different time periods.

An elementary philosophy of LSAM is that the growth of our business is directly tied to the success of our clients.  If our clients succeed, we succeed.

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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