Lifetime Financial, Inc.

Overview

Lifetime Financial, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional investors and operates as a capital allocator, which indicates it places client capital with third-party managers in addition to managing portfolios directly. Its advisory services include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include a percentage-of-assets model alongside other fee approaches. Lifetime Financial reports it is not an active ESG investor and is not designated as a multi-state adviser. The firm maintains industry relationships with insurance companies and real estate brokerages, which align with the product types it uses and the advisory activities it advertises. Its mix of direct portfolio management and adviser-selection work points to a hybrid model that blends discretionary management with third-party manager oversight.

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Location & Offices