A complete list of active advisors currently associated with Life Strategies, Inc.
Warmer can help you find a great advisor at Life Strategies, Inc. or one who fits your needs even better.
Life Strategies, Inc. provides portfolio management and financial planning to individual and high‑net‑worth clients, advising on mutual funds, ETFs, equities, fixed income and insurance-based products including annuities. The firm prepares written investment policy statements and delivers periodic account reporting through the custodian. LSI’s investment process emphasizes fundamental analysis and a long‑term, buy‑and‑hold approach combined with asset allocation, risk‑profile documentation, and regular portfolio monitoring tailored to client goals and time horizons. Accounts are generally managed on a discretionary basis with investment decisions guided by the client’s stated objectives and documented risk tolerance. A distinctive operational feature is that LSI’s supervised persons are licensed insurance agents and may accept commissions for the sale of insurance products; the firm discloses and documents these conflicts and states clients may purchase recommended products elsewhere. The firm also requires clients to custody assets at a specific institutional custodian (Schwab Institutional) and does not aggregate trades across client accounts, practices that can affect trade execution and account administration relative to many peers.
To learn more about the advisors currently working at Life Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
La Jolla, CA
| 13
|
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