Palm Beach

Liberty partners Palm Beach
1665 Palm Beach Lakes Blvd, Suite 100. West Palm Beach, FL 33401
877-653-9239
info@libertypfs.com

Our Palm Beach office focuses on Wealth Management, Retirement Planning, Insurance, and Portfolio Management. We look forward to meeting you and understanding your financial goals.  Now is the time to take advantage of the finest financial thinking, products, and services that we provide to our valued Clients. Our collective experience is over +90 years which is essential during these unprecedented times.

Does Your Portfolio Fit You?

Many people our advisors meet with discover their portfolios are not in alignment with their perceptions about risk.

Strategic Asset Allocation

The underlying principle in asset allocation is the documented observation that different categories of investments have varying rates of return and levels of price volatility over time. By diversifying your investments over several asset classes, you may reduce risk and volatility while achieving strong returns.

Tactical asset allocation

Tactical asset allocation is a more dynamic, forward-looking form of asset allocation that seeks to adjust asset allocations to expose investors to capital building and to capital preservation opportunities based on macroeconomic and leading indicators for various markets, sectors and asset classes. The effects of globalization, market volatility and rapid economic changes over recent years have created renewed interest in this form of asset allocation.

Core Satellite Allocation

To take advantage of short-term tactical opportunities while not disrupting your long-term strategic allocation, you can structure your investment holdings into a “core” portfolio and a “satellite” portfolio. Here’s a brief overview of what these portfolios might look like:

Investing Blog

Core Satellite Allocation

Core Satellite Allocation

You may find that a particular investment philosophy can work well over time — and yet, during periods of market turmoil, you might be able to take advantage of opportunities by following an approach that complements — but doesn’t replace — your tried-and-true strategy.

Tactical Asset Allocation

Tactical Asset Allocation

Tactical asset allocation anticipates market forces — now and for the future

Tactical asset allocation is a more dynamic, forward-looking form of asset allocation that seeks to adjust asset allocations to expose investors to capital building and to capital preservation opportunities based on macroeconomic and leading indicators for various markets, sectors and asset classes. The effects of globalization, market volatility and rapid economic changes over recent years have created renewed interest in this form of asset allocation.

Strategic Asset Allocation

Strategic Asset Allocation

Asset allocation is an approach in which you invest in different asset categories — mainly cash, fixed income, and equities. By diversifying your money across and within these asset classes, you can help minimize risk and potentially improve your overall returns.

How you allocate your assets hinges on several factors, including your financial objectives, attitudes toward risk and investing, desired return, age, income and tax bracket, time horizon and even your belief in what the market will do in the near term and long term. Whether you’re investing for retirement, a child’s college education, or for other goals, asset allocation is a smart investing strategy.

Principles Of Successful Investing

Investors today are faced with ever-changing market conditions, an often overwhelming amount of information from the media and an increasing number of investment choices. It’s not surprising that the world of investing can seem complex.

Reach Us
Corporate Office

825 Lowcountry Blvd, Suite 204, Mount Pleasant, SC 29464

Palm Beach Office

1655 Palm Beach Lakes Blvd Suite 100, West Palm Beach, FL 33401

West Coast Office

5060 California Ave, Suite 620, Bakersfield, CA 93309

800-440-0442

info@libertypfs.com

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