LIFEGUARD ADVISORS LLC

Overview

Lifeguard Advisors LLC is organized as a limited liability company and is owner-operated at the individual level. The firm describes itself as a capital allocator and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services. It charges fees that include a percentage-of-AUM component and other fee arrangements. Lifeguard does not identify as an active ESG investor, and it is not registered as a multi-state adviser or a pension consultant. The firm lists an affiliation with an insurance company, which may inform product access and distribution choices.

Assets & Accounts

Investments & Alternatives

Location & Offices