Lifelong Investment Management Services LLC

Overview

Lifelong Investment Management Services LLC is a small, independent registered investment adviser structured as an LLC and run by an individual owner. The firm targets individual and family clients and positions itself as a capital allocator that combines basic portfolio management and financial planning with selection of outside managers and educational programming. Its advisory menu includes fee models tied to a percentage of assets under management as well as hourly and fixed fees, and it offers portfolio management for individuals and small businesses alongside financial planning and workshops. Investment activity centers on publicly traded equities as the primary vehicle for client portfolios, with a stated preference for exchange-traded equities. The firm operates predominantly in a non-discretionary capacity, which means clients retain trading authority and the adviser provides recommendations and plan implementation support rather than unilateral trading authority. Given the firm’s size, Lifelong tends to lean on third-party managers when allocating to more complex or less liquid strategies.

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Location & Offices