Portland, OR SW 1st Ave Office

Liberty Capital offers non-discretionary portfolio management through its Advisory Account service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing accounts through a clearing firm. The advisory program was established in 2009 and, per the brochure, the firm managed $84,495,544 on a non-discretionary basis across advisory accounts as of year-end 2025.

Advisors at the firm provide recommendations and require client approval for transactions rather than exercising discretionary trading authority; advice may include market-timing moves and reallocation between equities, debt instruments, or cash. The firm combines fundamental, cyclical, and technical analysis and uses strategies that include long- and short-term purchases, short-term trading, margin, short sales, and option writing, and it may invest in leveraged and inverse ETFs.

Liberty Capital is also a registered broker-dealer, municipal securities dealer and government securities dealer, and conducts advisory services as an affiliated broker-dealer — a structure that is uncommon among similarly sized team firms. The firm’s mix of brokerage activity, fee-based advisory accounts run through a clearing broker (with certain clearing sweep arrangements), CFP-designated advisors, and availability of insurance-licensed representatives distinguishes its service model from many peers that operate purely as independent RIA teams.