Personal relationships. Global resources.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

Jay Liberman

Jay Liberman

First Vice President - Financial Advisor, Portfolio Director Group

972-612-4253
Email | |

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Latest Insights

Aerial view of Shanghai highway intersection

Global equities: A confluence of possibilities

Apr 02, 2025 | Jim Allworth

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

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Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 | Robert Sluymer, CFA, technical strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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