A complete list of active advisors currently associated with Liberty Asset Management, Inc.

Warmer can help you find a great advisor at Liberty Asset Management, Inc. or one who fits your needs even better.

Liberty Asset Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, retirement plans, corporations, and charitable organizations. Services include investment supervisory services, retirement and estate planning support, tax and cash-flow review, and ongoing performance monitoring, primarily using open-end mutual funds and exchange-traded funds. The firm’s investment approach emphasizes Modern Portfolio Theory with a long-term, buy-and-hold orientation, diversification, and periodic rebalancing, supplemented by fundamental and technical research. Liberty may hire sub‑advisors for portions of client portfolios and also manages “held away” accounts (for example, 401(k) and 403(b) plans), applying discretionary rebalancing and tax-efficient asset-location techniques where feasible. Distinctive features include affiliations with a law firm and an insurance agency (the latter focused on life and annuity products), arrangements the brochure identifies as potential sources of conflict of interest that the firm reviews at the point of sale and monitors for suitability and fair compensation. The adviser also acts as an ERISA/IRC fiduciary for retirement-plan clients and combines a relatively small advisor team with roughly $173 million in assets under management, which shapes its use of sub‑advisors and custodial relationships.

To learn more about the advisors currently working at Liberty Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.