Life Stage Investing, LLC

Overview

Life Stage Investing, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also provides pension consulting and selection-of-other-advisers services. Its fee model mixes a percentage-of-AUM component with fixed fees, and the firm operates as a capital allocator — meaning it places client assets with third-party managers when appropriate. Investment activity is concentrated in liquid equity exposure: the firm shows a clear preference for exchange-traded equities and mutual funds as the primary building blocks of client portfolios. It is not identified as an active ESG investor and operates on a relatively small scale, which suggests a boutique, advisor-led approach rather than a large institutional platform.

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Public Holdings

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Location & Offices