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

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

Liberty Asset Management provides portfolio management and financial planning to a mix of individual clients (including high-net-worth households), pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets and serves a modest client base through a team of five advisors. Portfolio oversight centers on asset allocation guided by Modern Portfolio Theory, with portfolios constructed from mutual funds, ETFs and similar vehicles and reviewed at least quarterly. The firm also uses technical analysis techniques, including charting, as part of its research and may manage accounts on either a discretionary or non‑discretionary basis. What sets the firm apart from many peers is the breadth of related industry registrations: personnel are registered representatives of a broker‑dealer, licensed insurance producers, and the firm is affiliated with an accounting professional, allowing advisors to implement recommendations in those capacities while disclosing the resulting conflicts. The brochure also notes a recent transition to SEC registration and the firm’s participation in a major custodian program, arrangements the firm discloses as potential sources of additional services and conflicts of interest.

To learn more about the advisors currently working at Liberty Asset Management, 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.