Adam Koos is Founder, President, and Portfolio Manager at Libertas Wealth Management Group, Inc. His primary roles at Libertas are as follow:
- Management of all individual retail investment portfolios, as well as corporate and non-profit 401k’s, 403b’s, and Deferred Comp plans managed by Libertas Wealth Management Group.
- Assisting clients with high-level, complex financial, retirement, and estate planning needs.
- Speaking engagements throughout the year on various topics (such as 401k/403b/Deferred Compensation plans, Investment Management, Estate Planning, Tax Planning, College Planning, Commodities, Economics, Domestic/International Markets, Fixed Income/Bonds, Technical Analysis, Trend Following, and many more).
Adam started his career in 2001 and has been named one of Central Ohio’s “People to Know in Finance” by Columbus Business First. He was honored as a “Five Star Wealth Manager” by Five Star Professionals in Columbus Monthly Magazine, is a recipient of the 2011 Business First Greater Columbus “Forty Under 40″ award, a 5-time winner of Columbus CEO Magazine’s “Best of Business” awards (winning “Best Financial Advisory Firm”), and was the 2011 small business winner of the Better Business Bureau “Torch Award for Ethics & Trust.” Adam was also nationally recognized by Financial Advisor and Private Wealth Magazine as one of only eight portfolio managers in the country selected to their “Research All-Star Team” for research & portfolio management.
While he spends a good bit of time managing the every day inner-workings of the company, Adam’s primary role at Libertas is managing all of our corporate and individual client portfolios. Raised in a family of educators, he has also become an accomplished and passionate speaker and educator, providing programs and workshops for corporations, non-profits, and other organizations, both private and public.
Shortly after graduating from The Ohio State University in 2001, Adam married his best friend, Donna, and they have two sons, Karston & Kamden. When he’s not being the best father and husband he can be, he spends time writing and composing his own, original music, playing sand volleyball in the summers with Donna, or getting in a rare game of golf or tennis from time to time. Adam is a ridiculously avid Buckeye football fan and has been in attendance at over 120 home games since 1995.
Adam has family on both sides that have been active military at some point in their lives. He’s very passionate about all our troops do for us, which is why, years ago, he made Libertas a corporate “Parent” for AdoptAPlatoon.com, an organization started by military mothers. Our office sends letters and packages of goodies and necessities to troops overseas in hopes of lifting their spirits & helping them see the light at the end of the tunnel. While his life has been changed by the stories heard first-hand from those fighting for us abroad, he hopes that he does just a little to change the lives of those fighting for our freedom.