Liberty Hill is
a small firm that concentrates narrowly
on the performance of the portfolios
under its management and works to
forge a candid, open, and consistent
relationship between client and adviser. To
provide clients with the best service,
Liberty Hill implements the following
financial strategy.
Liberty Hill will
deliver the following asset management
process:
- DEFINE how
Liberty Hill will work
with the client;
- LEARN about
the client and the client's goals;
- ANSWER the
client's questions;
- ANALYZE financial
planning strategies to help the
client make informed decisions;
- IMPLEMENT the
investment counsel strategy that
best achieves the client's goals;
- MEASURE,
MANAGE, and REPORT to
the client the progress towards
the client's goals;
- UPDATE the
client's strategy to accommodate
changes.
Liberty Hill requests
that its clients:
- Complete the
data gathering form, initially
and from time to time as requested;
- Provide all documents
and information requested;
- Authorize third
parties to disclose the client's
confidential information to Liberty
Hill;
- Provide Liberty
Hill with written authorization whenever
the client wishes Liberty Hill to
disclose the client's confidential
information to third parties;
- Inform Liberty
Hill promptly of changes in the client's
personal financial situation and
participate in review sessions annually,
unless otherwise agreed, in order
to update the client's financial
planning strategies.
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