650.325.5890
533 Airport Blvd., Suite 400, Burlingame, CA 94010

Investment Management

People are often confused by the noise around investing and don’t know who to turn to. This can lead to the wrong moves at the wrong time. Would you like to take a different approach? Keep reading.

Are you ready to speak to a professional about your financial situation?

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UNCOMMON KNOWLEDGE

At Lifetime Capital, customized investment portfolio design and management is a core offering. Many of our clients have read Rick Raybin’s book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It, and seek us out specifically for our investment management expertise.

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Advice is personal

We believe that advice is personal. The more we understand about you, the better advice we can provide. This is especially true when it comes to investment management because we know your dreams, priorities and objectives aren’t like anyone else’s. This understanding guides us in everything we do on your behalf.

We take our fiduciary obligations very seriously

Some advisors are “dually registered.” This means they act like fiduciaries sometimes and investment brokers at other times. It also means their compensation for investment advice can be tied to commissions or other ways that may not reflect your best interests. Some advisors have a built-in conflict of interest – they charge a fee to manage a portfolio, then may recommend a product that pays them yet another fee outside of your knowledge.

At Lifetime Capital, we serve as a fiduciary on your investments in all cases. This means we are legally committed to only providing advice that is in your best interest. We have no proprietary products, and never receive compensation from third parties for our investment advice.

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A comprehensive approach

Proper portfolio construction requires more than just a risk-tolerance questionnaire. There are many factors that go into designing a portfolio that is optimal for you. So, we will take time up front to ensure we have the information necessary to select the investments we believe have the best opportunity of meeting your goals and objectives. For example, understanding your income tax bracket, current and future income sources – such as Social Security, pension or rental income – as well as any real estate or business interests plays a critical role in designing the portfolio best suited to meet your unique needs. We look at the whole picture of your financial world to create a portfolio just for you.

Meeting your long-term goals

Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products. Furthermore, we do not experiment with your money. We will never recommend a product that we wouldn’t invest our own money in.

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Ongoing service

Building your investment plan is the first step. After that, it’s time to put your investments to work. Since your circumstances and priorities will likely change over time, we will meet with you regularly to make any necessary adjustments to the plan we’ve created.

Securing your financial future

Our goal is to create and maintain an investment plan that helps ensure your future dreams come true while giving you the peace of mind that comes from knowing your financial future is in good hands. Your success is our success. Contact us now to schedule an introductory conversation.

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Are you ready to speak to a professional about your financial situation?

Contact Us