Investment Philosophy


Libertas Defense FirstWe believe that businesses and families alike cannot afford to experience another big loss, as they did in the crashes of 2000-02 and 2007-09.  When it comes to managing money, our financial advisors focus first on defending your portfolio from losses. This doesn’t mean we’re overly conservative… we just know that, while both are crucial to making money, avoiding loss is more important than capturing gains.  Any offense, without a defense, is worthless.  This is why we call our portfolio management strategy “Defense First.”


Technical Analysis is the foundation of our philosophy.  We will rarely ever buy at the bottom and sell at the top.  This is what most refer to as “market timing,” which no one can do.  Rather, we aim to conservatively buy on the way up the hill, when markets are advancing.  Furthermore, we will start selling after the peak has already occurred, pursuing a defensive stance as a market crash begins.  We don’t implement a “set it and forget it” approach to money management.  It’s why we don’t leave our clients’ portfolios to chance.  When it comes to your life savings, we take a “Defense First” approach because it’s not good enough to make a profit… you have to keep the profit, too.

Libertas Wealth Management Group Investment Philosophy

While it might seem like common sense, it’s not as easy as it sounds, which is why Financial Advisor Magazine recognized us as one of eight named to their national “Research All-Star Team” for portfolio management.

Click here for more information on our investment philosophy…