Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. is a Registered Investment Advisor headquartered in Friendswood, Texas. Registered with the SEC since 2019, the firm provides independent investment advice, wealth planning, portfolio strategies, and 401(k) plan management to individuals and institutional clients. Founded in 2019, LSAM employs a team of 13 professionals focused on delivering unbiased financial solutions tailored to diverse client needs.
Investment Strategy
LSAM employs a disciplined, client-centric investment approach, focusing on independence and the elimination of conflicts of interest. Their strategy leverages a comprehensive analysis of each client's unique financial situation, opening the full universe of potential investments to create customized portfolios. The firm avoids transaction-based commissions and proprietary products, prioritizing unbiased advice, diversified wealth planning, and long-term growth to help clients achieve their financial goals.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 12.71% | $37.2M | 55,893 | $514.15 | $666.18 | +$11.4M |
I IBND | SPDR SERIES TRUST | 5.04% | $14.8M | 456,873 | $32.29 | $32.29 | +$14.8M |
S SDVY | FIRST TR EXCHANGE-TRADED FD | 4.67% | $13.7M | 359,753 | $35.14 | $38.02 | +$2.2M |
A AGG | ISHARES TR | 4.14% | $12.1M | 120,868 | $99.74 | $100.25 | +$3.6M |
C CWB | SPDR SERIES TRUST | 3.88% | $11.4M | 125,473 | $79.37 | $90.50 | +$1.9M |