Style With Simplicity

We Make Distinctive Investing Simple

Complexity adds layers of expense to all aspects of life. That is especially true when it comes to how we invest our hard-earned money.

Lifetime Income Store Advisors (LISA) eschews the pre-packaged and fee-laden one-size-fits all investment approach Wall St. offers. We create a unique portfolio of individual equities that is a direct reflection of the individual Investor or family we serve. Our asset management approach is one of simplicity that delivers performance with clarity, tax efficiency, and distinctive value. Our individual equity approach is similar to those employed by the wealthiest endowments and institutional investors in the world.

We are an Unencumbered Fiduciary

LISA believes that an actively managed diversified portfolio of multiple-asset classes can deliver better long term risk-adjusted results than other investment styles such as mutual funds, funds of funds, ETF managers, and managers of managers. We employ no 3rd party managers, and only custom build and manage multi-asset class Separately Managed Accounts (SMAs) for each individual Investor based solely on their own objectives, timeline, and risk tolerance. Our Clients trust and value our advice because it comes from our focus on their unique needs.

Beating Down Markets is a Gain

LISA believes low downside capture is the most important ingredient for exponential long-term growth. Many money managers have the ability to generate earnings when the markets are in a positive trend. We believe the true challenge, and the best way to maximize returns, is to outperform the markets when volatility creates dips, corrections, and crashes. Our history of outperforming market downturns gives our Clients peace when markets turn choppy.

These are very smart people who really know how to manage money in all market conditions." K.P., Edmond, Oklahoma

Active Management & Superior Liquidity

Passively managed funds typically react after your portfolio has already taken a market loss. With us, your assets are invested in an actively managed custom crafted equity portfolio that typically maintains 99% liquidity which allows our Money Managers flexibility to anticipate and exploit market conditions, up or down.

Every Investor Deserves a Distinctive Portfolio

The nature of the industry is such that Americans with $500,000 portfolios typically aren't afforded the same level of advice and distinctive investing style provided a $50,000,000 portfolio. We believe every investor is entitled to elite level Fiduciary advice and earnings results, regardless of portfolio value. It's no secret elite level investors don't own managed funds, and we can show you why.

Investors deserve better than the complex and muddled pre-packaged, one-size-fits-all, bundle of designed mediocrity Wall St. forces on the masses. It is our mission to make sure everyone investing for their future recognizes they deserve a distinctive portfolio with simplicity and clarity specific to their circumstances...and they have a choice!