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.