Style With Simplicity

We Make Distinctive Investing Simple

Complexity adds layers of expense to all aspects of life, and Wall Street thrives on complex investments.

Lifetime Income Store Advisors (LISA) creates a unique portfolio of individual equities that is a direct reflection of the individual Investor we serve. Our asset management approach is one of simplicity that delivers performance with clarity, tax efficiency, and distinctive value. Our methodology is similar to that employed by the wealthiest endowment, institutional, and individual, 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 minimizing down-market loss is the most important ingredient of exponential long-term growth. Our history of outperforming market downturns puts our Clients at ease when markets turn choppy.

“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham

Active Management & Superior Liquidity

With LISA 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.