LIBERTY ASSET MANAGEMENT, INC.

Overview

Liberty Asset Management, Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and charges clients a percentage of assets under management. Its client base is primarily individual and family investors rather than institutions or pension plans. Liberty is not positioned as an ESG-focused allocator and does not identify as a capital allocator; instead it manages liquid portfolios using third-party mutual funds and other public vehicles as the primary building blocks. Investment activity is centered on discretionary management—most client relationships are handled with the adviser executing on model or bespoke mandates—while a smaller portion of assets remains non-discretionary. The firm lists affiliations with a law firm and an insurance company, which suggests access to legal and insurance product expertise when structuring client solutions. Typical manager allocation interest favors public funds as the core sleeve, with selective allocations to alternatives that include real estate, commodities and traditional energy (oil & gas).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices