LIBERTY ASSET MANAGEMENT

Overview

Liberty Asset Management is an independent registered investment adviser organized as an LLC that serves both individuals and institutional clients. The firm’s advisory business centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional accounts. It operates as a registered representative of a broker-dealer and maintains insurance brokerage capabilities, which supports its use of annuity products alongside managed portfolios. Investment activity is tilted toward pooled, publicly managed vehicles rather than concentrated, single-stock strategies. The firm lists public funds and mutual funds as its primary implementation vehicle, and it supplements those allocations with corporate debt and annuity solutions to address fixed-income and income-generation needs. Liberty Asset Management does not position itself as an active ESG investor and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices