Liberty One Investment Management is the latest asset manager to join Oranj’s model marketplace, making its model-based, individual equity allocations available on the free- to low-cost platform.
Liberty One, which was founded by a group of advisors, owns the individual equities directly, rather than via mutual funds ETFs, which, Oranj says, provides a high degree of precision. The allocations are also tax efficient, with strong dividend and attractive alpha-beta measurements.
“When an advisor presents a Liberty One allocation for the client’s consideration, they can also use one of Liberty One’s client-friendly concept pieces designed specifically to bridge the gap between problem and solution in the eyes of the client,” said Nick Ng, lead portfolio manager for Liberty One Investment Management, in a statement.
“Scalability is a key part of an advisor’s success formula,” he said. “Many advisors reach a ceiling of complexity while running their practice. Their growth tends to plateau at some point. Simply put, the Oranj platform is designed to help advisors scale their practice and Liberty One makes it easier for advisors to position solutions with clients.”
In May, Oranj added Pacific Funds to the platform, and in March, it added Allianz Global Investors to the platform.