Our Story
Liberty One Investment Management was founded by a team of financial advisors who could not find what they were looking for in traditional mutual funds, ETFs, or other asset managers – so they created customized investment allocations for their own personal clients.
What they created was so well received by their clients, other advisors within the industry wanted to utilize the strategies with their clients as well. As a result, Liberty One Investment Management was born. Entering the third-party investment management space in 2012, Liberty One started as a sub-advisor / signal caller in the model-delivery segment of the Separately Managed Account (SMA) world.
With the SMA marketplace responding positively to our core SMA strategies – we decided to give advisors and end-clients an additional access point via a series of ETFs designed to capture the same spirit as our successful SMA strategies. Liberty One ETFs were listed on the Nasdaq exchange in 2025.
