LFS Express - A powerful automated investment management system.


Intelligent. Automatic.

LFSx is investing adapted to suit you - not the other way around.


Get Started with Ease

LFS Express, or LFSx, is a powerful automated investment management platform supported by Charles Schwab that puts you in the drivers seat. Overseen by the Registered Investment Advisory team at LFS Asset Management, LFSx offers a broad range of investment strategies from which you can choose according to your risk tolerance and investment objectives.

In the event your strategy changes or the market shifts, you have the flexibility to make adjustments as needed.

Charles Schwab FAQs

LFSx Offers:

  •  Robust ETF Portfolios – A diverse set of portfolios to help meet your investment goals.
  • Automated rebalancing, tax-loss harvesting, and paperless onboarding.
  • Competitively priced with no account service fees, trading commissions, or custody fees.
  • Managed and supported by the advisors at LFS Asset Management, with 30+ years in financial and tax advisory services.

Get Started

To begin, click below. You’ll need our unique Advisor Program Key to access the customized portfolios created and managed by the professionals at LFS Asset Management.

Advisor Program Key: 7X6P

Get Started

What’s the cost?

*Financial Advisor Fees | 2017 Report | Complete Details on Average Investment Fees. (2017, May 08). Retrieved from AdvisoryHQ


Video demonstrations to help you navigate your LFS Express dashboard.

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