Portfolio Construction & Management

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.

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.

Our Financial Advisors will partner 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.

We take a holistic approach that considers your needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for your situation. We’ll monitor your portfolio on a consistent basis, rebalance when needed, and meet with you regularly to monitor your progress and make changes when necessary.

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