Plan Participants

Plan Participants

Ever feel like you are alone in a jungle of financial decisions for your retirement readiness?  LifeStyle Asset Management ("LSAM") works both with 401(k) plan participants in plans on which we advise, as well as works with participants taking part in outside plans.

When LSAM is hired by your 401(k) plan sponsor, rest assured that we are working for you and in your best interest.  We are perpetually available to you to should you need help in positioning your portfolio, selecting investments, or simply if you want reassurance that you are on the right track.  In addition, your plan sponsor may make available to you LSAM professionally managed portfolios that make it easy for you to select one option from your investment lineup menu that will invest your account in a well-diversified collection of funds based on your unique situation – age, time horizon to retirement, etc.

For individuals invested in employer-sponsored retirement plans outside of LSAM’s investment management structure, we are available to assist you in determining an asset allocation, selecting investments, and monitoring and rebalancing your portfolio over time in changing market conditions.  This service can also be combined with internal private client accounts we may manage for you to ensure your complete overall asset allocation and placement is in line with your long-term financial goals.

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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