We are long-term, strategic investment advisors who follow the tenets of Modern Portfolio Theory. We believe that diversification offers the best protection against risk and that investment markets are efficient over time. We do not believe it makes economic sense over the long-term to attempt timing or outperforming investment markets. Rather, we seek broad-based exposure to desired asset classes by investing in low-cost index funds. After building a portfolio, we monitor it daily and rebalance when necessary in a disciplined manner.
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.