LifeStyle Asset Management, Inc. ("LSAM") is located in Friendswood, Texas, USA. The firm was founded in 2011 by Paul Jackson, CFA after decades of experience working with other independent Registered Investment Advisors and Broker/Dealers. Our experience working with many different types of clients, focusing on their long-term success and guiding them through various market cycles gives us the trusted advantage to remain disciplined in who we serve and what we offer.
LSAM’s number one focus is on money management. We feel that placing our primary focus on prudently managing various types of portfolios strengthens the relationships we have with our clients and financial advisors. In addition, we maintain a high priority to adhering to the various state and federal compliance regulations within which we operate to ensure that the ethics and trust we demonstrate are second to none.
At LSAM, we understand that we are in business to service our clients in the most professional manner possible, and that is a trait that we bring into and take from our office every day. If our clients don’t sleep well, then neither do we.
Paul B. Jackson, CFA, AIF, CIPM is Chief Compliance Officer of LifeStyle Asset Management, Inc. ("LSAM"). Paul is a Chartered Financial Analyst (CFA®) charterholder, an Accredited Investment Fiduciary (AIF) and a holder of the industry's only designation dedicated solely to the field of investment performance analysis and presentation, the Certificate in Investment Performance Measurement (CIPM®). Paul has worked in the investment management, investment banking and corporate finance fields since 1994.
Drawing from the education he received from attaining use of the CFA designation in 2003, as well as two decades of hands-on experience developing investment strategies and constructing investment portfolios, Paul has worked with corporate retirement plans, global high-net-worth clients and third-party financial advisors to assist them in their portfolio strategy and implementation. Paul's extensive knowledge of corporate finance, economics, financial statement analysis, quantitative methods, portfolio management, wealth planning strategies, and ethical and fiduciary standards have allowed him to prudently guide all types of clients toward their investment goals and aspirations.
Paul received his MBA in Finance from the University of Houston and BBA in Finance from Sam Houston State University. He has been a guest columnist in the "Stock Smarts" column of Entrepreneur magazine and has added content and articles to other publications including the Fort Bend Business Journal, US News, Energy Houston, and In The Loop magazines.
His specialties include portfolio construction and management, individual equity research and analysis, investment risk assessment, registered investment advisor operations and GIPS performance compliance.
Paul is a member of the CFA Institute and the Houston Society of Financial Analysts. He is an investment advisor representative with LifeStyle Asset Management, Inc.
Lotte Optekamp is a Registered Investment Advisory Representative who has worked in the investment advisory field since 1994.
Lotte is involved in investment planning, client relations, and business development, both in the USA and internationally, especially in Europe.
Lotte, who is Danish, was educated in Denmark, Switzerland and the United States. She speaks several languages, and has lived in a number of countries around the world. Her diverse professional education and experience encompasses investments and insurance, as well as international business, travel and hotel industries.
She is involved and active in a number of professional, social and volunteer organizations both in the USA and in Europe.