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

Tactical asset allocation is a more dynamic, forward-looking form of asset 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.

Our Companies

Through our family of companies, our clients and their LP financial advisor have access to an array of products and services.

Liberty Partners Insurance Services

It is an independent insurance agency providing risk management solutions to you and your LP rep. Life and disability insurance, fixed, variable, and indexed annuities, as well as employee benefits are all offered.

Liberty Partners Capital Management

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Liberty Partners & RBC

Together, Liberty Partners and RBC Correspondent Services provide strength and stability to investors.

Keith Marshall


George Williams


Julia Castillo

Client Service