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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 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.

wealth management

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