Portfolio Management

LFS Asset Management is a Registered Investment Advisory (RIA) firm
offering fee-based investment management to our clients.

 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.

Risk Management

The next step is to apply risk management strategies to protect your portfolio, using asset allocation, position sizing and trailing stop losses. This will let the winners in your portfolio to grow while cutting short the losers.

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.