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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Reports-2025

Fund Asset Allocation Portfolios

  • LSAM Aggressive Growth
  • LSAM Growth
  • LSAM Balanced Growth
  • LSAM Retirement Income
  • LSAM Balanced Income
  • LSAM Conservative
  • LSAM Bond
  • LSAM High Income

Small Account Asset Allocation Portfolios

  • LSAM SA Aggressive Growth
  • LSAM SA Growth
  • LSAM SA Balanced Growth
  • LSAM SA Retirement Income
  • LSAM SA Balanced Income
  • LSAM SA Conservative

Stock Portfolios

  • LSAM Legacy GARP
  • LSAM ALL-CAP 30
  • LSAM Equity-Income

Total Return Portfolios

  • LSAM Total Return Growth
  • LSAM Total Return Balanced Growth
  • LSAM Total Retun Balanced Income

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211 W Edgewood Suite 300, Friendswood, TX 77546
P | 281-612-2035
E | pjackson@lsaminc.com

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

Investment Advisory Services offered through Lifestyle Asset Management, Inc. ("LSAM").  LSAM is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission ("SEC") under the Investment Advisers Act of 1940.  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.

© 2026 LifeStyle Asset Management, Inc. All rights reserved.