Liberty One Investment Management, LLC
Liberty One Investment Management, LLC is a registered investment adviser headquartered in Libertyville, Illinois. Founded in 2019, the firm is structured as a limited liability company and primarily operates as an investment adviser to clients, also serving as a sub-adviser, wrap program manager, and portfolio model provider for investment advisers, broker dealers, and financial institutions. Liberty One employs approximately 18-19 people and is led by principal owner Roch R. Tranel. They focus on providing portfolio management services, both discretionary and non-discretionary, to institutions and other advisers.
Investment Strategy
Liberty One Investment Management provides discretionary and, in limited cases, non-discretionary portfolio management, acting both as a primary adviser to end clients and as a sub-adviser or model provider for financial institutions. The firm is focused on designing investment allocations for advisors to implement with their clients, aiming for diversified, thoughtful exposure across equities and other asset classes. Their approach integrates both strategic and tactical asset management techniques, serving sophisticated allocators including advisers, broker-dealers, and other financial service providers.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAH | CARDINAL HEALTH INC | 3.66% | $36.1M | 215,125 | $53.93 | $168.00 | -$162.3K |
K KR | KROGER CO | 3.36% | $33.3M | 463,607 | $67.75 | $71.73 | +$2.3M |
S SO | SOUTHERN CO | 3.27% | $32.4M | 352,336 | $64.36 | $91.83 | -$1.4M |
K KO | COCA COLA CO | 3.24% | $32.0M | 452,056 | $56.34 | $70.75 | -$1.3M |
D DUK | DUKE ENERGY CORP NEW | 3.23% | $32.0M | 270,880 | $93.30 | $118.00 | -$2.1M |