Welcome to Asbury Research Powered by Libertas – where data-driven Investing meets hands-on portfolio management.
At Asbury Research Powered by Libertas, we combine the power of Asbury Research’s time-tested market analytics with Libertas Wealth Management Group’s expertise in portfolio strategy to create data-driven investment models designed for individual investors. Our approach takes the guesswork out of investing, using a methodical, research-backed process to help you navigate the markets with confidence.
In this video, we’ll introduce you to who we are, how we met, and how synergies between three market technicians resulted in the genesis of a new company – and solution – to common investors’ needs.
🔹 What You’ll Learn in This Video:
– How Asbury Research and Libertas Wealth Management have teamed up to manage portfolios using quantitative research and technical analysis.
Why data-driven investing can help reduce emotional decision-making and improve risk management.
What makes our investment approach different and how we adapt to changing market conditions.
📈 Any questions? Visit us at www.AsburyResearch.com to explore and learn more about our methodology..
📩 Have questions? Contact us at info@AsburyResearch.com schedule a phone appointment.
Adam’s professional journey began just 10 days before the tragic attack on the World Trade Center in 2001. This timing allowed him to guide his clients through four of the worst market crashes in U.S. history.
He holds several high-ranking certifications, such as the Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), Certified Financial Technician (CFTe), and Certified Exit Planning Advisor (CEPA). He’s also been recognized locally and nationally in publications such as The Wall Street Journal, MarketWatch, Investopedia, Seeking Alpha, FA Magazine, and Proactive Advisor Magazine, just to name a few.
At Libertas Wealth Management Group, Adam utilizes his expertise, focusing on two main areas:
Career professionals who have an interest in utilizing a variety of retirement, tax, insurance, and estate planning tools to make work optional — and stay retired.
Business owners and CEOs interested in transitioning their businesses into more profitable, efficient, and lifestyle-friendly companies with plans to eventually (or immediately) exit, and…
In addition to his financial advisory role, Adam is an accomplished speaker, writer, and educator. He regularly contributes to numerous financial publications and offers financial planning classes and workshops. His dedication to sharing knowledge stems from his family’s background in teaching.
Through these endeavors, Adam continues to make a significant impact on the lives of others, fulfilling the vision he nurtured from a young age, watching his father and absorbing the lessons he was taught about attitude and ethics, and using his knowledge to provide authentic advice, treating clients as if they were his own family.
