MOODY, LYNN, LIEBERSON & WALKER, LLC

Overview

Moody, Lynn, Lieberson & Walker, LLC is an independent registered investment adviser organized as a limited liability company that manages fee-based portfolios for both high-net-worth individuals and institutional clients. The firm emphasizes equity exposure, running discretionary portfolios and offering financial planning, separately managed accounts, and selection of third‑party advisers. It also sponsors and serves as general partner or managing member for pooled investment vehicles, indicating an active role in private fund formation and capital allocation alongside its portfolio management activities. Investment activity centers on exchange-traded equities and direct stock positions, with a tactical use of ETFs for exposure and liquidity. The adviser charges a percentage of assets under management and acts as a capital allocator, blending internally managed strategies with allocations to external fund managers when appropriate.

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Location & Offices