Client Services PDF Print E-mail

Liberty Capital Management is registered under the U.S. Securities and Exchange Investment Advisors Act. We are licensed by the State of Michigan and fully bonded. 

We do not take custody of your funds or securities. We direct the purchase and sale of securities through a custodian of your choice that can be either a commercial bank or a brokerage firm. It is our belief that the separation of the functions of investment advisor and custodian adds an additional level of transparency and control.

We meet as frequently as necessary with clients to review the status and performance of their portfolios and confirm their investment goals. We send each client detailed reports of assets and trading activity on a quarterly basis.