Lifeplan Investment Advisors, Inc.
LifePlan Investment Advisors, Inc. (LifePlan Group) is a registered investment advisory firm headquartered in Raleigh, North Carolina. Founded in 2009, the firm primarily serves retail investors by providing asset management and financial planning services tailored for individuals and high net worth clients. With a staff of 7-8 employees, the firm is focused on delivering personalized investment strategies and planning to clients seeking fiduciary advice in the United States.
Investment Strategy
LifePlan Group provides both asset management and financial planning services, tailoring investment strategies to each client's unique financial goals. Their approach involves designing a customized investment plan after detailed discussions with clients, and they may use sub-advisers or third-party managers when appropriate. Investment choices focus on aligning with the client's risk tolerance, time horizon, and objectives, with assets managed on a discretionary basis. The firm emphasizes acting in the client's best interest and maintaining transparency around fees, aiming for long-term, goal-based portfolio construction and ongoing account monitoring.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 5.50% | $11.1M | 111,656 | $97.88 | $99.20 | +$155.9K |
V VOO | VANGUARD INDEX FDS | 4.15% | $8.4M | 14,728 | $414.54 | $568.03 | -$288.8K |
V VUG | VANGUARD INDEX FDS | 3.25% | $6.5M | 14,928 | $361.66 | $438.40 | +$2.0M |
G GSUS | GOLDMAN SACHS ETF TR | 3.16% | $6.4M | 74,348 | $79.17 | $85.57 | +$2.2M |
I IAGG | ISHARES TR | 2.93% | $5.9M | 115,504 | $49.74 | $51.09 | +$1.1M |