LIBERTY SOLUTIONS ADVISORS

Overview

Liberty Solutions Advisors is a small, equity-focused registered investment adviser that manages discretionary portfolios for individuals and families. The firm acts as a capital allocator: it provides direct portfolio management and also selects third‑party advisers and managers on behalf of clients. Its fee model combines a percentage-of-AUM charge with the capacity for performance‑based fees, which aligns with activity in both public markets and third‑party alternative funds. Investment activity is concentrated in exchange‑traded equities and separately managed account (SMA) structures, with a clear preference for equities over fixed income or cash holdings. The firm is not an active ESG investor and is not positioned as a multi‑state or pension consultant adviser. Given its custodial relationship and trading platform choice, Liberty Solutions Advisors appears set up for direct market access and active implementation of equity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices