LFS Asset Management is a Registered Investment Advisory (RIA) firm
All LFS fee-based managed accounts are custody at
Charles Schwab & Company.
What We Do
We begin with an independent analysis of your portfolio mix, to determine the buy, sell, and hold status of each position in your account. This is done based on each holding’s momentum, trend, and reward/risk ratio analysis.
Tactical Asset Allocation
With tactical asset allocation, we continue to monitor and adapt to the market’s changing conditions, rotating in and out of offense and defense strategies as necessary.
Capital Investment Portfolio Analysis
For investors who regularly manage their own money, but would like the benefit of a professional check-up, LFS Asset Management can provide a fee-for-service analysis of your portfolio.
Using both technical factors and current economic conditions, we provide a snapshot report on each position and asset class you hold to inform you of not only the buy, sell, and hold status of each, but also the recommended position sizes for your personal financial situation. We meet with you to go through the report and explain our analysis and recommended actions.
With this service, you can continue managing your portfolio with the added guidance of an investment team and clear recommendations to keep your portfolio running smoothly.