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Wealth Management

Client Centered

Liberated Investor Advisors, LLC is a Registered Investment Advisory firm, which means that we must disclose conflicts of interest to our clients. It’s the law! We think it a great way to do business.

There were two times in recent memory that blazed a scar on the individual investor’s mind that still causes anxiety and sleepless nights, that being the stock market crash after 9/11 and the 2008/9 stock market meltdown when the entire world thought the global financial system would break.

Investment & Portfolio Management

Investment & Portfolio Management

Investment management really should be “Risk Management”. Most portfolios are designed to manage risk. The bottom line of that thought process is asset allocation, a combination of stocks and bonds with periodic rebalancing. In other words, the attempt is to lower risk. We view risk a little differently. We want to manage risk but we don’t want to run away from it. While it’s not guaranteed, by using a combination of every day, off the shelf investment products added to any portfolio, the results will produce the opportunity to capture higher than market returns in a rising market while underperforming in a declining market. And again, while it’s not guaranteed, if there is another sudden and tragic event that causes a sudden and sharp drop in equity markets like a 9-11 type event, the strategy is designed to recover most, if not all, of the market declines.

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