Alberty Asset Management LLC

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Alberty Asset Management LLC was formed in 1994 to provide independent, conflict-free financial advice and investment management services to individuals and families in transition. As an independent Registered Investment Advisory firm, we work on a fee-only basis. We have no ties to financial institutions, sell no products, and receive no commissions of any kind. This structure and independence gives us the freedom to choose from a wide variety of investment products. It also gives us the flexibility to match your needs with the best and most cost-effective investments available. To insure that the accounts we manage are protected from fraud and manipulation, we use a national discount brokerage firm as custodian for our client accounts. We also provide quarterly reports that reflect investment transaction history, performance, and our fee computation. In an effort to be as transparent as possible, we encourage our clients to compare our report data with the transaction detail reflected in the their monthly brokerage statements. By providing a cost-effective, transparent structure and recommendations customized to your specific needs, we can help you manage your assets wisely, provide the support you need to minimize your financial stress, and stay on course to achieve your vision of financial security. Client success is our ultimate goal. At Alberty Asset Management investment success is measured by the ability of our clients to reach their financial goals. Over time, we've found that client success is directly correlated to optimal portfolio design and to our ability to accurately balance return requirements and market risk within client parameters. Since financial goals and tolerance for market volatility vary with each client, we design our portfolios individually — one client at a time. As financial markets have become increasingly volatile, we think it is more important than ever to know our clients well. With fifteen years of experience and many market cycles to guide us, we combine moderate tactical asset allocation strategies and the use of high quality, cost-effective investments to design individual portfolios and personalized investment recommendations. We believe that thorough research and a disciplined process are keys to investment success. We adhere to prudent investment principles that incorporate academic research, economic trends, and historical data to balance risk and return. To maximize portfolio tax-efficiency, we minimize portfolio turnover and limit short-term gains whenever possible. Even though client goals may differ, our professional approach to investment management increases the likelihood that our clients will reach their financial objectives and reduce their stress along the way.

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