SMART Updates – January 2019

SMART Went Back to School

As market dynamics continue to evolve and change, our investment committee has chosen to make upgrades to your SMART portfolio!

The committee has voted to reduce the maximum weighting of each holding in the portfolio to no more than 10% in order to reduce your portfolio’s concentration risk. This alligns with our philosophy that no one holding should make or break your portfolio. We are also introducing positions which have investment objectives that aim to invest in higher quality securities that perform better during volatile markets.

The committee is also introducing a small international exposure to the portfolio. By adding another layer of diversification, SMART is able to capitalize on an ever-inter connected global economy, making SMART smarter.

If you have any questions about these or any changes in your Liberty One portfolio(s), potential tax implications, or would simply like to learn more, please contact your financial advisor.

Thank you for your continued trust and confidence!

Liberty One Investment Management, LLC is a Registered Investment Advisor with the SEC. Liberty One Investment Management’s ADV Brochure, which serves as Liberty One’s primary disclosure document, is available upon request at no charge or may be obtained directly from Liberty One Investment Management’s website at An investment in any Liberty One strategy involves risk of loss, including principal, as well as the potential for gain. Before investing, consider the investment objective, risk tolerance, potential for loss of principal, fees, and expenses. Past performance is no guarantee of future results. Diversification and asset allocation do not ensure a profit or guarantee against loss. Liberty One Investment strategies may lose value, are not FDIC/NCUA insured. Liberty One strategies are not suitable for all investors.

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