A complete list of active advisors currently associated with Liberty Capital Management Inc
Warmer can help you find a great advisor at Liberty Capital Management Inc or one who fits your needs even better.
Liberty Capital Management, Inc. is an SEC‑registered advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and non‑management investment advice to individuals, high‑net‑worth households, and a range of institutional clients. The firm’s stated client types include corporate pension and profit‑sharing plans, Taft‑Hartley plans, charitable institutions, foundations, endowments, corporations, and municipalities. The firm implements globally diversified portfolios guided by Modern Portfolio Theory and tailors asset allocation to each client’s risk tolerance, using broad index funds, ETFs, or individually selected equities and bonds. Equity selections begin with screens and fundamental analysis emphasizing consistent earnings growth and strong balance sheets, while fixed income focuses on investment‑grade, intermediate maturities; accounts are reviewed regularly through an investment committee and proprietary monitoring tools. Liberty Capital manages roughly $849 million in client assets with a four‑advisor team, resulting in an atypically high level of assets per advisor compared with many peer team firms. The senior investment personnel have decades of experience managing bank and institutional portfolios at firms such as Manufacturers National Bank and Comerica, and the firm’s client roster explicitly includes institutional and municipal mandates in addition to individual clients.
To learn more about the advisors currently working at Liberty Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, MI
| 30
| |
Birmingham, MI
| 10
| |
Birmingham, MI
| 32
| |
Birmingham, MI
| 4
|
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