Legal
Lifeworks disclosures
Detailed information about the services Lifeworks provides to our clients
Details on investment performance calculations for clients of Lifeworks
Detailed information on the use of ETFs and the impact ETF fees have on performance
Our general policy regarding email communication
Our general policy regarding our use of social media and client testimonials
Client agreements
These are the terms you agree to when you hire Lifeworks to manage your investments.
These are the terms you agree to when you hire Lifeworks to provide financial planning services.