A complete list of active advisors currently associated with LifeGoal Investments, LLC

Warmer can help you find a great advisor at LifeGoal Investments, LLC or one who fits your needs even better.

LifeGoal Investments is a team-based registered investment adviser that serves individual and high-net-worth clients and business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm reports managing several hundred million dollars for a few hundred client relationships and typically requires a $500,000 account minimum (which may be lowered or waived in certain cases). The firm’s investment work is guided by Modern Portfolio Theory and a mix of long-term and trading strategies, including the use of options and periodic rebalancing, with account reviews performed at least quarterly. LifeGoal discloses that it may use derivatives and permit borrowing/margin in separately managed accounts, and it may engage sub‑advisors and alternative pooled funds, all of which are described in its risk disclosures. Notable distinctions include the firm’s recent founding and small team structure managing multi‑hundred‑million dollars, its explicit use of derivatives and margin in client-managed accounts (a relatively uncommon practice among peers), and the firm’s relationships with related businesses (including lending and marketing activities) as well as instances where some clients hold minor equity interests in the firm—each disclosed as potential conflicts with stated mitigation measures. The firm also does not vote client proxies and directs clients to custodians for account statements, with custodial and sub‑advisor arrangements and soft‑dollar considerations detailed in its brochure.

To learn more about the advisors currently working at LifeGoal Investments, LLC, 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.