About

Liberty Stone Financial is a portfolio management company with roots in Hong Kong dating back to 1972. The company was originally founded as Liberty Financial in February 1972 in Hong Kong to manage primarily stock and bond investments of individuals, corporations, trusts and pension plans.

Liberty Stone Financial’s management style revolves around providing a diversified, balanced portfolio, incorporating the individual client’s risk budget, to provide the best returns for that client. In July 2010, Liberty Financial merged with Stone Partners, an Investment House specializing in advising private clients from its offices in Hong Kong and Taipei to become Liberty Stone Financial.

At Liberty Stone Financial we firmly believe that when creating client portfolios, risk analysis and budgeting must be a critical element. Each client's appetite for risk is based on their unique situation, their financial goals, their overall time horizon and their ability to assume risk.

This personalized risk budget, our dedicated advisors and research team, are all brought together to provide our clients with an investment process that is just as much art as it is science. Our investment process combines our years of experience and sound business practices, coupled with the identification of patterns and market trends and balanced against our clients’ objectives and risk tolerances.

Liberty Stone Financial customizes and distinctly manages each of our client’s portfolios. Equity investments are not co-mingled. All new clients of Liberty Stone Financial go through an in-depth discovery process that helps to define the clients financial objectives, their overall time horizon, investment philosophy and their ability to assume risk. This data is then used to identify and select the securities that best suit the clients’ characteristics, with changes to that portfolio being made as a result of the clients changing requirements, the balancing of their risk budget and on Liberty Stone Financial’s ability to find undervalued assets.