Investment Philosophy

Investment Philosophy

Liberty Wealth Advisors is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. Our model portfolios are designed by our Investment Committee, rather than by our individual financial advisors, to provide a consistent and customizable investment experience for our clients.

Asset Allocation & Diversification

Asset Allocation & Diversification

We believe that asset allocation and diversification are the most effective tools for managing investment risk. Asset allocation is an investment strategy that aims to balance risk and returns by distributing a portfolio’s assets according to an individual’s goals, risk tolerance, and investment time horizon. Diversification is the practice of managing risk by including a wide variety of investments within a portfolio.

Research has consistently demonstrated the relationship between lower costs and higher performance, so we consider our focus on low-cost funds a reliable tool for enhancing returns.

Working Together Towards Your Success

Working Together Towards Your Success

Our Financial Advisors will work with you to lend objectivity to the often emotional process of investing. Their knowledge, experience, and singular dedication to working in your best interests at all times (as fiduciaries) greatly enhances the probability of achieving your investment goals.


NOTE: No guarantee or representation is made that the Liberty Wealth Advisors’ investment strategies, diversification strategies, or risk monitoring goals, will be successful, and investment results may vary substantially over time. Investment losses may occur from time to time. Nothing herein is intended to imply that Liberty Wealth Advisors’ investment methodology may be considered "conservative", "safe", "risk free" or "risk averse". PAST PERFORMANCE IS NOT INDICATIVE OR A GUARANTEE OF FUTURE RESULTS. NO ASSURANCE CAN BE MADE THAT PROFITS WILL BE ACHIEVED OR THAT SUBSTANTIAL LOSSES WILL NOT BE INCURRED.

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