Liebau Asset Management Co., LLC, manages domestic equity portfolios for individuals, endowments, foundations and corporate pension plans. As an independent firm not aligned with any bank or brokerage firm, Liebau Asset Management’s sole and exclusive allegiance is to our clients’ best interests.

Liebau Asset Management is dedicated to one goal: Providing consistently superior long-term investment results for our clients, measured over an entire market cycle, with an emphasis on personal service, stability and integrity.

Liebau Asset Management specializes in personalized investment counsel. Our portfolios carefully account for each client’s unique tax needs and sensitivities, and receive individualized attention customized to particular investment requirements and objectives. We believe this approach represents an attractive alternative to “hedge funds” and “wrap accounts,” which typically incur higher management fees, as well as to mutual funds, where capital gains liabilities may be incurred after purchase.

Liebau Asset Management understands that a company’s stock is a good investment if – and only if – it is purchased at an attractive price. Our investment philosophy is based on conducting fundamental research, and investing in companies that are distinguished by good management; attractive business franchises; productive research and development programs; and solid balance sheets.

Liebau Asset Management is a long-term investor, anticipating annual turnover of approximately 10% (with a ten-year average holding time for securities). By contrast, the average large-cap growth mutual fund’s annual turnover exceeds 110% (with a holding time of less than one year). Our long-term focus minimizes transaction expenses and can reduce potential tax liabilities.

Clients who use a bank or brokerage firm to hold securities have the option of retaining their accounts at institutions where they have established relationships. as an alternative, Liebau Asset Management has arranged with Fidelity investments to establish client accounts with no custody fees; trades conducted for these accounts will receive institutional brokerage rates (1 cent/share). Detailed records are maintained for all investment holdings and transactions, and are readily accessible upon request.

Founded in September of 2003 in Pasadena, California, Liebau Asset Management is a Delaware corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940.

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