The foundations of Liebert Investment Management started long before its official founding in 2006. In 1966, Jacob Liebert, founder of Liebert Investment Management, left the world of academia at the University of Chicago and followed his love of the markets to a job on Wall Street. During the next 45 years, he worked in the financial industry and was always guided by three basic principles: absolute integrity, gaining client trust, and becoming totally familiar with as wide an array of financial products as possible.
In 2006, Jacob established Liebert Investment Management, the final step in his long financial career. He wanted to establish a firm that incorporated, under one roof, financial planning and sound, customized portfolio management. He was guided by the principles of trust, integrity, and experience. As an independent financial advisory firm, Liebert Investment Management has always provided clients with the most appropriate investments to meet their overall financial and retirement objectives.
In 2008, Jacob's son, Jed, joined Liebert Investment Management. A summa cum laude graduate of Boston University, Jed quickly built on the strong financial knowledge base he gained growing up. During the following three years, Jed attained the CERTIFIED FINANCIAL PLANNERTM certification. His father passed on to him and, even now, continues to pass on to him financial wisdom gleaned throughout so many years in the industry. In 2011, Jacob retired, and Jed continues the tradition of managing clients' financial well-being.