Trend Following in Today’s Stock Market

Adam D. Koos, CFP® President/Portfolio Manager This past month, with the market getting a little temperamental, we’ve had a handful of prospective clients dipping their toes in the water, asking us questions about our investment philosophy. So this week, I thought I’d...

DONNA M. KOOS, PC

Business Manager Donna is the Business Manager at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Assisting the Libertas team with business planning and client events throughout the year. Interviewing and pre-screening and of new...

ZAK S. LEEDOM

Financial Adviser Zak is a Financial Adviser at Libertas Wealth Management Group, Inc.  His primary roles at Libertas are as follows: Assisting with a wide range of questions regarding client accounts, including but not limited to direct deposits & withdrawals,...

HEATHER N. ATKINS

Financial Adviser Heather is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Construction and manipulation of all client financial plans and financial plan updates. Assistance with portfolio management...

JESSA M. FANNIN, CRPC®

Financial  Adviser Jessa is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Assisting with a wide range of information about client accounts, including but not limited to direct deposits & withdrawals,...