[영문] Investment • Asset Management

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Investment • Asset Management

  • Investment & Asset Management Services
    Investing is not simply about maximizing returns
    — true investment planning must reflect your goals, taxes, risk tolerance, time horizon, family situation, and long-term wealth-transfer needs.
    As a Registered Investment Advisor (RIA) regulated under the SEC (Registration in Progress), Liberty Financial Group combines:
    CFA Program Level II valuation & investment analysis, CFP®-based holistic financial planning, and CPA-level tax analysis.
    To deliver premium, multi-dimensional asset management that goes far beyond basic investment recommendations.
    Who We Serve
    • 01
      Individuals and families pursuing
      secure and tax-efficient
      wealth building
    • 02
      Pre-retirees balancing stability,
      income, and tax minimization
    • 03
      Professionals with RSUs,
      stock options, ESPP,
      and complex compensation packages
    • 04
      High-income households holding
      real estate, business equity,
      and global assets
    • 05
      Clients aiming for long-term wealth
      building and generational
      wealth planning
    • 06
      Those seeking customized,
      premium asset management
      instead of standardized bank models
    Our Core Services
    • Investment Advisory
      Goal-based investment strategy and risk assessment
      Structured asset allocation by time horizon
      Customized Investment Policy Statement (IPS)
    • Investment Research & Market Analysis
      ETF, mutual fund, equity, and sector analysis
      Market, interest-rate, and macroeconomic review
      Regular investment insights and briefings
    • Portfolio Management
      Diversified asset allocation and rebalancing
      Volatility and risk-control management
      Tax-efficient account placement (taxable vs. tax-advantaged)
    • Comprehensive Wealth Management
      Integrated management of financial assets, real estate, and business equity
      Net-worth and income-flow planning
      Long-term, multi-generational wealth roadmap
    • Asset Valuation
      Business and real estate valuation
      Portfolio value assessment and long-term growth review
      Gift/estate-related valuation analysis
    • Advanced Investment Strategies
      Tax-efficient investing and tax-loss harvesting
      RSU, ESPP, and stock-option strategy
      Concentrated-position and global diversification planning
      • Investment Advisory
        A strategy-driven advisory service incorporating your goals,
        risk tolerance, tax structure, and time horizon.
        Risk-tolerance assessment
        Goal-based investment strategy
        Contribution and withdrawal planning
        Global vs. domestic allocation strategy
        Segmentation of short-, mid-, and long-term funds
        Creation of a customized Investment Policy Statement(IPS)
      • Investment Research & Market Analysis
        We conduct in-depth quantitative and qualitative analysis
        to evaluate investment options and the broader market environment.
        ETF / mutual fund analysis
        Equity & sector research
        Volatility, correlation, and risk-factor analysis
        Interest-rate, macroeconomic, and market-environment review
        Company analysis based on financial statements
        Interpretation of investment-related news and issues
        Regular investment briefings and strategy updates
      • Portfolio Management
        We maximize long-term stability and efficiency through
        disciplined asset allocation and regular rebalancing.
        Asset allocation(equity, fixed income, cash, alternatives)
        Rebalancing strategy development and execution
        Taxable vs. tax-advantaged account strategy
        Portfolio stress testing
        Risk and volatility management
        Structural allocation across growth, stability, and alternative assets
      • Comprehensive Wealth Management
        An integrated approach to managing all of your assets
        — financial accounts, real estate, business interests, and global holdings
        — by unifying taxes, risk, and long-term planning.
        Full financial-asset management(stocks, bonds, ETF, cash, etc.)
        Real estate portfolio analysis
        Net-worth analysis including business valuation
        Income-flow and liquidity management
        Cross-asset impact analysis(tax, risk, return)
        Integrated short-, mid-, long-term wealth roadmap
        Multi-generational wealth management(parents → children)
      • Asset Valuation
        We deliver objective, high-accuracy valuations using
        ABV-based business valuation and CFA Level II valuation modeling.
        Business valuation
        Real estate investment value analysis
        Long-term portfolio value assessment
        Asset growth rate review vs. goals
        Gift and inheritance-related valuation
        Valuation analysis for purchase/sale timing decisions
      • Advanced Investment Strategies
        Designed for high-income individuals, professionals,
        and clients with substantial investment assets.
        Tax-efficient investing
        Tax-loss harvesting (TLH)
        RSU / ESPP / Stock-option integrated strategy
        Concentrated-position risk management
        Real estate vs. financial-asset allocation optimization
        Global diversification including international assets
        Structural strategies for both accumulation and decumulation phases
    • Why Choose Liberty Financial Group
      for Investment & Asset Management
      • (Registration in Progress) SEC-registered Registered Investment Advisor (RIA) with full fiduciary duty
      • CFA Level II valuation curriculum supporting advanced investment analysis
      • CPA + CFP® expertise integrating tax, retirement, insurance, and estate planning
      • Multi-dimensional investment design combining math, financial modeling, goals, and taxes
      • Comprehensive asset view including real estate, business equity, and overseas holdings
      • Premium, fully customized portfolio management — not a generic institutional model
      • Strategies built around your time, family structure, values, and risk preferences
    Process
    Investment Advisory Service : All investment advisory services are provided under RIA guidelines.
    Please contact us through the Consultation Reservation Page or the Contact Us Page for inquiries.
    • STEP . 1
      Initial Information & Mandatory Disclosures
      (Form ADV)
      After you submit your basic information
      and documents, we provide
      Form ADV and detailed disclosures
      regarding services, fees,
      and regulations.
    • STEP . 2
      Client Profile Collection
      We gather financial data,
      risk tolerance, tax information,
      and investment details
      through questionnaires
      and uploaded documents.
    • STEP . 3
      Suitability Assessment
      We analyze financial status, goals,
      and risk capacity to determine
      which investment strategies
      are appropriate under
      regulatory standards.
    • STEP . 4
      Investment Strategy Development
      We design customized asset
      allocation, risk management,
      tax structure,
      and account placement strategies.
    • STEP . 5
      IPS Presentation & Advisory Agreement
      We present your Investment
      Policy Statement (IPS) and,
      upon agreement, execute
      the RIA advisory contract.
    • STEP . 6
      Implementation & Account Setup
      We open or transfer accounts,
      execute your portfolio,
      and configure automated contributions
      and tax-optimization settings.
    • STEP . 7
      Ongoing Monitoring & Portfolio Adjustments
      We regularly review portfolio
      performance and update strategies
      based on market changes,
      tax laws, and changes
      in your financial situation.
    • Direct Participation in our Investment Products:
      In accordance with SEC regulations, our proprietary investment products are
      available only to Accredited Investors.
      If you wish to participate, investor qualification procedures will be conducted.
      For clients who do not meet the requirements, we will provide alternative options
      through personalized consultation.
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