Life Strategy Partners

Life Strategy Partners is a small, two-advisor investment firm that manages pooled and institutional assets while also providing advice to individuals, including both non‑high‑net‑worth and high‑net‑worth clients, and to employer retirement plans. Its service menu includes investment management, retirement plan consulting, comprehensive financial planning, and specialty offerings such as Social Security and Medicare analyses and educational seminars.

The firm’s investment approach emphasizes long‑term, passive strategies grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, with a particular focus on retirement income planning and liability‑driven investing for decumulation. It routinely uses outside managers and model portfolios, provides discretionary implementation (including work on held‑away retirement accounts), and integrates manager selection and monitoring into its advisory role.

Compared with peers, LSP is notable for combining an institutional-style liability‑driven retirement focus with direct client education: it conducts public seminars and speaking engagements and offers both hourly planning and standalone, flat‑fee analyses — features that are uncommon for firms classified primarily as investment managers. The firm also bundles the use and oversight of outside advisers into its management process and continues to support held‑away workplace accounts, reflecting an atypical mix of institutional techniques and retail planning services for a small adviser.