Lifepoint Portfolios

Lifepoint Portfolios form the foundation for the tax-efficient building of your wealth. These portfolios provide a personal and transparent approach to managing your financial future.

Lifepoint Portfolios

  • Conservative
  • Balanced
  • Growth
  • High Growth

Your portfolio manager will work closely with you to identify the approach that best suits your objectives and risk tolerance, and we will use Exchange Traded Funds (ETFs) and no-load mutual funds to construct a diversified portfolio of domestic and international stocks and bonds.

In addition, your portfolio manager will illustrate the power of compound returns, coupled with periodic contributions, in building your personal wealth. We believe that establishing a personal relationship with your portfolio manager during the formative years of wealth accumulation can provide the essential guidance and understanding for helping you stay on course to achieving your financial goals.