LIBERTY ONE INVESTMENT MANAGEMENT

Overview

Liberty One Investment Management is an LLC that registered with the SEC in 2019 and operates primarily as an institutional-focused advisory firm. The firm is organized under a domestic ownership structure and charges clients on a percentage-of-AUM fee schedule. Its advisory services include discretionary portfolio management for individuals and small businesses, investment companies, and institutions. Liberty One reports it is not an active ESG investor, is not a pension consultant, and does not present itself as a capital allocator. Liberty One also lists roles beyond pure advisory work — including acting as an investment adviser and sponsor, and serving as a general partner or managing member of pooled investment vehicles — which suggests the firm can both run and oversee private pooled structures in addition to managing discretionary portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices