Liberty is actively seeking to acquire Private Wealth Management firms and intends to enter the business in 2011 by acquiring a leading Private Wealth Management firm based in New England. Liberty will grow the business through a combination of organic growth, increasing asset values, and the acquisition of strategically aligned private wealth management businesses.
Liberty targets client accounts in the $1 million to $20 million range. Liberty offers general asset allocation oversight as well as specific strategy implementation. While Liberty has the ability to manage and choose specific securities for certain clients, Liberty’s advisors primarily specialize in choosing the best managers in each investment segment, managing portfolio risk, providing portfolio diversification and helping clients achieve their specific investment goals. Liberty is able to offer clients sophisticated investment guidance and highly personalized and customized service. Furthermore, via the other Liberty affiliates, Liberty Private Wealth clients will have access to proprietary Private Equity, Real Estate, and Venture Capital investment opportunities.
Liberty’s offerings in Private Wealth Management include:
