Investment Philosophy

At Lifetime Financial Growth, we take an evidence-based approach to investing, which we believe can lead to increased results for our clients.

We believe that investments should be proven to increase the expectation of return and decrease the expectation of risk. We only recommend investments in a portfolio that meet both of these criteria based upon empirical data and academic research. By minimizing investment risk and creating more tax-efficient portfolios, we believe your assets will be better positioned for growth.

Through our unique and mathematically-driven strategies, we aim to help clients pursue their vision of financial success.

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” - Paul Samuelson, Nobel Laureate in Economic Sciences (1970)