LIFE BY DESIGN INVESTMENT ADVISORY SERVICES

Overview

Life By Design Investment Advisory Services is an independent, owner-operated registered investment adviser that focuses on individuals and families. The firm acts as a capital allocator, running primarily discretionary portfolios while also offering non-discretionary relationships and financial planning. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and selecting other advisers or managers on behalf of clients. The practice reports being an active ESG investor, which suggests ESG criteria are part of manager selection and fund choices across its portfolios. Investment positioning centers on public mutual funds as the core building blocks of client portfolios, supplemented by targeted allocations to private markets and insurance products. The firm’s fee structure is flexible—charging a percentage of assets under management alongside hourly and fixed-fee engagements—allowing it to serve both ongoing advisory relationships and discrete planning or consulting projects.

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Location & Offices