Step 3:

Investment Strategy & Allocation


With a long-term approach, markets have shown historical consistency


Our Philosophy

At LibertyCrown Financial we believe in the historical consistency of the market with a long-term approach.   With a short-term approach to investing, markets can have a lot of risk.  We prefer a long-term approach, because historically the stock market has shown growth and the ability to rebound over major events that have transpired in our history.


"Our investment strategy is based on evidence, not speculation"


Our Approach

At LibertyCrown Financial, we offer our clients a fee-directed approached instead of a commission.   As a fee advisor, we will have the flexibility to move in and out of funds if that needs arises.   We have a long-term approach with investing.  Please review the way we approach investing.


-Embrace Market Prices          

-Don't Try to Outguess the Market

-Resist Chasing Past Performance       

-Let Markets Work for You

-Consider the Drivers of Returns

-Practice Smart Diversification

-Avoid Market Timing

-Manage Your Emotions

-Look Beyond the Headlines

-Focus on What you Can Control




Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss.  Past performance is not a guarantee of future results.  There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.