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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

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

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 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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