Liberty Asset Management, Inc.

Overview

Liberty Asset Management, Inc. is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm provides portfolio management primarily for individuals, families and small businesses and charges fees based on a percentage of assets under management. Liberty is not positioned as an ESG-focused or multi-state adviser, and it does not identify as a capital allocator or pension consultant. Service delivery appears concentrated on client-facing advisory relationships rather than institutional or intermediary channels. The firm lists industry relationships with a law firm and an insurance company, suggesting access to legal and insurance expertise as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives