Areas of Expertise

Libra Investment Management provides financial advice to individuals, private corporations, and non-profit societies. The firm's areas of expertise include complete financial planning for individuals and creating policy for the management of investment portfolios. On the financial planning side, the firm advises individuals on day to day financial issues, proper insurance coverage, tax planning, saving for retirement, pension options, and basic estate planning. The principals of Libra, from first hand experience, have considerable familiarity with cross-border investment and tax issues.

Where tax or legal issues arise that are beyond the firm's competence, we refer clients to trusted professionals in those fields.