LIFESPAN FINANCIAL STRATEGIES, INC.

Overview

Lifespan Financial Strategies, Inc. is an independent registered investment adviser focused on individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of outside advisers with insurance brokerage services. Investment activity is skewed toward public equities, with a clear preference for exchange-traded instruments, while the firm also allocates to third-party alternative managers to broaden return sources and manage portfolio risks. Manager allocation interest centers on liquid equity exposures for the bulk of client portfolios, supplemented by income and diversification strategies using fixed income, REITs, commodities and select private-like alternative funds. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, allowing flexibility across planning engagements and investment mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices