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Investment Management 2017-05-22T01:26:09+00:00

We believe that one of the keys to growing and preserving wealth over the long term is a shared dedication to the financial planning and investing process. When it comes to investing, we value discipline, diversification, and data.

Asset allocation is one of the most important factors in achieving successful investment results. Our asset allocation process begins with the evaluation of each client’s individual goals and objectives. We consider your:

  • Liquidity Needs
  • Time Horizon
  • Tax Issues
  • Return Expectations
  • Risk Tolerance
  • Asset Constraints
  • Retirement Plan

Your asset allocation will consistently seek appropriate diversification as we regularly monitor and adjust your portfolio’s allocation to adhere to your financial plan.

DO YOU HAVE THE RIGHT FINANCIAL PLANNER?

Depending on financial goals, some advisors may not be suitable to handle your objectives. Working with the wrong advisor can limit your access to other professionals, products, and services, increase your risk of you accomplishing your goals; which is sure to complicate matters opposed to simplifying them.

“Thorough Knowledge Empowers Sound Counsel” is a belief that Will Thomas integrates into the work he provides for his clients. As a Certified Financial Planner (known as the Gold Standard of Financial Planners), Certified Investment Management Analyst and Certified Trust and Financial Advisor, Will Thomas III, CFP® CIMA®, CTFA is able to provide the highest quality of financial planning advice & expertise to his clients.

With so many advisors to choose from, let Will Thomas & the Liberty Group narrow your search for a financial advisor down to one Advisor in Washington DC.

Contact Us Today!