Elite Level Diversification

Our Money Managers diversify in a manner similar to the world's wealthiest institutions and endowments to achieve two simple and clear benchmark goals:

#1 Meet or exceed the returns of the 100% Global Equities MSCI benchmark with an actively managed  portfolio typically comprised of at least 60% individual equities in a distinct Separately Managed Account crafted specifically for the Investor.

#2 Outperform the Global MSCI Benchmark during every market correction of 10% or greater.

My only regret is I didn't find Scott and this strategy years ago!" E.J., Atlanta, Georgia

Our Money Managers are Industry Leaders in Portfolio Diversification

The typical Wall St. diversification approach has portfolio assets mostly allocated to US stocks with minor holdings in a couple of other asset classes. Multiple studies indicate the overwhelming majority of investment managers lag their respective benchmarks. Our style of diversification has allowed our composite strategies to outperform the benchmark for decades.

Our approach truly diversifies your portfolio across multiple asset classes that may include domestic and foreign equities, real estate, natural resources, and other alternative investments. The strategy maximizes liquidity and enhances the ability to move assets in the face of downward market pressure. Liquidity = mobility, and mobility is key to outperforming market dips, corrections, and crashes, and achieving tax efficiencies.

Depending on your risk profile, on any given day your Lifetime Income Store Advisors portfolio could look something like the chart below. If your current portfolio doesn't resemble the example below, Contact Us, and let's discuss why it matters.