Investment Management

Liberty Wealth Strategies is committed to utilizing multiple custodial platforms in order to provide the right products & services for our customers in a cost-effective manner. We do this through our broker dealer's relationship with Fidelity Investments, National Financial Services, AssetMark Trust & Betterment.

Premier Managed Account

Bundled Managed Account Solution

Designed for clients who prefer an efficient account structure. Accounts are managed by time horizon, investment objectives and risk tolerance using an asset allocation model. Investment decisions using Individual Stocks, Individual Bonds, ETFs, Separately Managed Accounts and Mutual Funds are made by professional Investment Advisors based on stated investment goals and are rebalanced regularly. Investment advisory fees are “bundled” together with tiered asset-based pricing.

Signature Managed Account

Unbundled Managed Account Solution

Designed for clients who prefer a hand with investment decisions and rely on an Investment Advisor for guidance. The platform is designed to provide complete open architecture and allows for numerous trade types; ETF’s, Mutual Funds, Individual Equities, Fixed Income solutions, Options and certain complex investments. Collaborative decisions are made between the client and Investment Advisor, including fee structure. Investment advisory fees are “unbundled”, allowing a truly customized experience where the client and Advisor determine the level of services needed for the account, which can result in a lower cost to administer the portfolio.

Third Party Money Managers

Access to the industry’s top investment managers

Our partnership with Third Party Money Managers provides access to the industry’s top investment managers. By using third-party investment managers, Advisors eliminate the responsibility of day to day portfolio management, risk management, trading, rebalancing, performance reporting, cash reconciliation and various administration and operational services. Relinquishing these daily responsibilities creates more time for the client and the Investment Advisor to focus on goal based financial planning in a more cost-effective manner.

Digital Investment Advice

Access to the industry’s top Digital Investment Advice Solutions

Digital Advice Solutions provide a variety of advisory services to clients via internet-based investment platforms. By using advanced technology for all or some of your investment management needs Advisors eliminate the responsibility of day to day portfolio management, risk management, trading, rebalancing, performance reporting, cash reconciliation and various administration and operational services. Relinquishing these daily responsibilities creates more time for the client and the Investment Advisor to focus on goal based financial planning in a more cost-effective manner.

Brokerage Account

A brokerage account allows the investor to make investment decisions on a transactional basis. Clients have the flexibility to buy or sell Stocks, Bonds, CD's, ETF’s, Mutual Funds and Alternative Investments within a singular account. Although the account is not actively managed by an Investment Advisor, a Registered Representative assigned to the account can make solicited trades or the investor can contact the Registered Representative to make unsolicited trades. 

General Securities Account

Want to consolidate and maintain existing investments without having to sell them? A general securities account can hold your existing assets without having to receive statements from multiple investment providers, allowing you to make investing simpler.