Message from the President

“I began working in the financial services industry in 1979 and have spent the past 21 years managing client portfolios. During that time, I have seen the best and worst that the industry has to offer. I founded Liberty to provide clients with a better experience that involves respect, education, transparency, customization, lower fees, better performance and above all, listening to their needs.

For me, it isn’t about the money. I choose to rent my principal residence. I don’t wish to own a fancy car, yacht or cottage. I wake up every day and understand that the clients pay my salary so I have to do the best job possible. It is indeed a privilege to work with them.

This is the credo which will be passed on to all my partners and employees at Liberty: Clients first, firm second.”

David Driscoll, President & CEO