Liberty Solutions Advisors

Liberty Solutions Advisors provides ongoing portfolio management and investment advice to a mix of individual clients — including both non‑high‑net‑worth and high‑net‑worth individuals — as well as pension, profit‑sharing plans and business entities. The firm documents client goals and risk tolerances in an Investment Policy Statement and commonly seeks discretionary authority to implement the agreed investment plan.

The firm combines charting, fundamental and technical analysis and employs a broad set of strategies ranging from long‑term investing to short‑term trading, including use of options, margin and short sales, and access to private placements, hedge funds, private equity and venture capital when appropriate. Fee arrangements include both asset‑based (percentage‑of‑AUM) schedules and performance‑based compensation for qualified clients, with performance fees calculated using a high‑water‑mark approach.

Compared with many peers, Liberty Solutions manages client accounts directly rather than selecting or delegating to third‑party sub‑advisers and accepts performance‑based compensation alongside conventional fee models, which is uncommon for firms of its size. Its willingness to offer complex, higher‑risk strategies and private investment exposures to individual and high‑net‑worth clients further distinguishes its service mix from many small advisory firms.