LifeGoal Investments

About LifeGoal

Get to Know the Company and Founders

Our Investment Approach

The Simple Version

Investing is not gambling- this is the core tenet to our approach. Everyone loves to talk about their stock or investment that went up by 30%, but you probably won't hear much about their stock that dropped by 60%.

The truth is, the average investor’s returns are 2.9% per year*, which is less than half of the S&P500. Why so bad? We believe it’s because financial advisors and investors chase the short term, exciting returns, and don’t look for the long term, “boring success”, of slow and steady growth.

In a conversation between two of the wealthiest people in the world, Jeff Bezos and Warren Buffett, Bezos asked Buffett, “Your style of investing is so simple- why doesn’t everyone just copy you?” Buffett replied, “Because nobody wants to get rich slowly.”

At LifeGoal Investments we’ll look to create “boring success” for you, so you can confidently invest with us in an effort to create long term, slow and steady growth.

The Technical Version

Our portfolios start with Risk Parity at their foundation- it’s not always clear which part of the economic cycle tomorrow will bring, and therefore we believe our clients should remain strategically invested in assets that can perform across different parts of the economic cycle. Each of our portfolios will maintain a strategic exposure to stocks, bonds, commodities/crypto, inflation-linked securities- but will also have the latitude to tactically adjust when the market presents opportunities.

With Risk Parity as the foundation of our strategic allocation we use a Risk Premia overlay to determine our asset class and security selection.

All aspects of our process are executed on while we strive to optimize for trading costs, investment costs, and tax-aware returns.

LifeGoal Investments’ Favorite Quote: “Buy on the sound of cannons, sell on the sound of trumpet.” Rothschild, 1810

 

* J.P. Morgan. “Diversification and the average investor.” Guide to the Markets, U.S., 2Q 2021, as of March 31, 2021.

Our Founders

Taylor Sohns

Taylor Sohns, MBA, CIMA®, CFP®

Co-Chief Investment Officer

Certifications

University of Pennsylvania, Wharton - Certified Investment Management Analyst, CIMA®

Northwestern University, Kellogg- Certified Financial Planner, CFP®


Education

Iona College (BA & MBA, Finance, Magna Cum Laude)


Work History

10 Years ‘on Wall Street’

Firms: Legg Mason, Lord Abbett, Franklin Templeton.


Personal Life

Early Days: Brett and Taylor, who are brothers, grew up with modest roots in a one red light town in Upstate NY. They’re from a large extended family where sports, music, and community were everything. Brett was always the ultimate entrepreneur and Taylor was always a numbers kid.

Now: Taylor has an awesome wife, a little girl, another on the way, and dog named Cuse. He and his family spend their weekends outdoors playing sports and listening to music with friends and family.

 

Fun Fact: Taylor’s first job as a kid was picking blueberries on the family farm.


Giving Back:

Taylor, Brett, and their sister sponsor a college scholarship each year to the student from their home town that’s shown the most grit and tenacity in sports, as well as the classroom.

Taylor Sohns

Brett Sohns, MBA, CIMA®

Co-Chief Investment Officer

Certifications

Harvard Business School, Online – Alternative Investments

Harvard Business School, Online – Sustainable Business Practices

University of Pennsylvania, Wharton - Certified Investment Management Analyst, CIMA®


Education

Iona College (BA, MBA)


Work History

15 Years ‘on Wall Street’

Firms: Legg Mason, BlackRock iShares, Schroders London, Hartford Funds


Personal Life

Early Days: Brett and Taylor, who are brothers, grew up with modest roots in a one red light town in Upstate NY. They’re from a large extended family where sports, music, and community were everything. Brett was always the ultimate entrepreneur and Taylor was always a numbers kid.

Now: Brett has an awesome wife, a little girl, and dog named Winston. He and his family spend their weekends hiking mountains and snowboarding back down them.

 

Fun Fact: Brett was a captain on the football team and holds the record for the most kick return yards in a career at Iona College.


Giving Back:

Taylor, Brett, and their sister sponsor a college scholarship each year to the student from their home town that’s shown the most grit and tenacity in sports, as well as the classroom.