Investing the right way

At Lifeworks, we believe your investment strategy should be connected to your financial plan. We help you maximize your money with customized investment portfolios and low investment fees.

Scientific factors

Smart beta techniques

Optimized for your plan

Tax-loss harvesting

Scientific factors

Tax-loss harvesting

Smart beta techniques

Optimized for your plan

Our strategies are built for long-term wealth.

Our core investment strategies are carefully crafted to minimize risk through diversification and are designed for long-term wealth. They serve as the foundation for your investment portfolio and are customized for your needs.

This is our flagship equity strategy which provides exposure to U.S. large cap equity, seeking to combine the benefits of smart beta and factor investing techniques.​

This is our flagship equity strategy which provides exposure to U.S. large cap equity, seeking to combine the benefits of smart beta and factor investing techniques.​

This investment strategy focuses on a set of robust value attributes such as high profitability, high payout, and low volatility, while following the same methodologies as Diversified Premia.​

This investment strategy leverages alternative asset classes that are stores of value and represent safe havens during market sell-offs or may become widely accepted stores of value.​

Take a closer look at how Lifeworks approaches investing.

Learn more about how we construct and oversee portfolios for our clients.

Let’s plan for a better future.

No matter what your goals are, we’ll help you reach them. It all starts with a complimentary intro call.