Lifetime Equity Investments, LLC is a Registered Investment Advisory (RIA) firm specializing in building custom stock portfolios for clients with the objective of superior long term growth.  We are based in Kalamazoo, Michigan, USA.  Currently we serve clients from the following states: California, Connecticut, Florida, Illinois, Kentucky, Michigan, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, & Virginia.

Our firm is founded on the belief that everyone can benefit from individual stock investing with adherence to a consistent & disciplined approach over their lifetime. This is true not only during the pre-retirement, “accumulation phase” but also equally true during the post-retirement “withdrawal” phase.  During your initial interview with us, we will provide an in-depth description of our empirical, evidence-based stock investing process as well as our historical analysis of the broad equity markets over the past 93 years.

Our motto is Prosperity through Prudence & Patience.  We strive to use prudence in our stock selection process as well as in portfolio management.  As our team member, we will help you understand this process and ask you to exercise reasonable patience.  This is because we are building portfolios for the long term.  Experience and research suggest that stock investing is unpredictable at best in the short turn.  If we combine prudence with patience, we will increase the probability of success in achieving our investment goals together.