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Maximizing client value through using innovative solutions.
Solutions
Liberate works with technology and investment partners who are market leaders in their respective disciplines. Leveraging the resources and expertise of these strategic partners enables us to deliver exceptional service and exceptional results.
Technology Solutions
Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Our mission is to create great products that help investors reach their financial goals.
PIE Technologies ("MoneyGuidePro") is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. The acronym PIE stands for Plan - Invest - Enjoy. We believe that the main purpose of financial planning is to assist clients with their financial needs in a way that frees them from worry, and allows them to go enjoy their lives. Hence, "Plan" better, "Invest" smarter, then "Enjoy" life more.
For more than 25 years, Scottrade has been a leader in the stock brokerage industry. A leader in technology, a leader in customer service and a leader in value.
Investment Solutions
Vanguard is one of the world's largest investment management companies. Whether you are an individual investor, institution, or financial professional, you can benefit from the size, stability, and experience that we offer. Vanguard's mission is to help clients reach their financial goals by being the world's highest-value provider of investment products and services.
Founded: 1975
Total assets: Approximately $1.1 trillion in U.S. mutual funds (as of December 31, 2006)
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. As one of the world's leading providers of mutual funds, Fidelity has helped millions of people realize their financial goals. Fidelity mutual funds are backed by more than 50 years of expertise, the industry's largest staff of research professionals and a history of exceptional long-term performance.
Founded: 1946
Total assets: Approximately $1.4 trillion in managed assets
Founded in 1937, T. Rowe Price is a global investment management firm committed to meeting the needs of institutional and individual investors worldwide. T. Rowe Price provides a broad array of mutual funds, sub-advisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries.
Founded: 1937
Total assets: Approximately $0.4 trillion in managed assets
Note: Liberate, Inc. is not affiliated nor receives any payments or commissions from the independent service providers listed above.
