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Suzanne A

Series 63, Series 66

Birmingham, MI

Liberty Capital Management Inc

Suzanne Aitchison is a financial advisor at Liberty Capital Management Inc with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. Liberty Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, and various institutional clients including corporate pension plans, charities, and municipalities. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing fundamental equity analysis and investment-grade fixed income selections tailored to client risk tolerance.

Active portfolio management Passive / index investing Founder/Business Owner
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James H

CFP®, Series 63, Series 65

Birmingham, MI

Liberty Capital Management Inc

James Howe is a CFP® with four years of industry experience, currently serving as a financial advisor at Liberty Capital Management Inc. in Birmingham, MI. His previous experience includes roles at JP Morgan Chase Bank, N.A., and JP Morgan Securities, LLC. Liberty Capital Management, Inc. is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides portfolio management and financial planning to individuals, high-net-worth households, and a variety of institutional clients, utilizing globally diversified portfolios tailored to each client’s risk tolerance.

Active portfolio management Passive / index investing Founder/Business Owner
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Charles D

Series 63, Series 66

Birmingham, MI

Liberty Capital Management Inc

Charles Dettloff is a financial advisor at Liberty Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. The firm serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary portfolio management along with financial planning services. Liberty Capital Management employs a globally diversified investment approach grounded in Modern Portfolio Theory, tailoring asset allocation to client risk tolerance and managing over $750 million in assets with a small advisory team.

Active portfolio management Passive / index investing Founder/Business Owner
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Kenneth C

Series 65

Birmingham, MI

Liberty Capital Management Inc

Kenneth Carbaugh is a financial advisor at Liberty Capital Management Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Liberty Capital Management since 2014. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and municipalities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice, employing globally diversified portfolios based on Modern Portfolio Theory and tailored to clients’ risk tolerance.

Active portfolio management Passive / index investing Founder/Business Owner
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