Liberty Capital Management Inc

Liberty Capital Management, Inc. is a registered investment adviser founded in 1993 and based in Michigan. The firm specializes in providing discretionary and non-discretionary investment management services to individuals, offering expertise in domestically traded stocks, bonds, exchange-traded funds, and mutual funds. Their investment strategy focuses on building globally diversified portfolios to reduce risk and volatility. Liberty Capital Management tailors advisory services to individual client needs, determining asset allocation based on risk tolerance assessments. The firm operates as a fiduciary, obligated to act in clients' best interests. As of December 31, 2022, Liberty Capital Management managed $467,131,101 in assets, with $415,507,586 under discretionary management and $51,623,101 under non-discretionary management. For investment management services, Liberty Capital Management charges a quarterly fee based on the average daily market value of the account, typically ranging from 0.25% to 0.75% of assets. The minimum annual fee for diversified portfolios is $2,500, which may be waived under certain circumstances. The firm does not participate in performance-based fee arrangements. Liberty Capital Management offers portfolio management services to various client types, including individuals, high net worth individuals, corporate pension plans, charitable institutions, and municipalities. The firm's investment strategies involve fundamental, technical, and valuation analysis for equities, and a focus on investment-grade fixed income securities with intermediate maturities. Clients receive account statements from the custodian at least quarterly, and the firm reviews accounts semi-annually to ensure compliance with asset allocation guidelines. Liberty Capital Management does not vote proxies related to client securities but provides assistance upon request.