At Liberty Capital Management, our investment philosophy stresses the importance of risk management to minimize taxes, keep costs low, and, above all, maintain a long-term perspective. Due to increasing market volatility, investors need effective strategies that over time enable them to reach their goals.

 

Our company philosophy is “Quality of Service”. When you call, you speak with someone who is responsive, knowledgeable, and can answer financial questions. This may seem like a little thing but some firms forget.   

 

 

Click Here to learn about our Investment Strategies

Passive Strategy

Our passive strategy is designed to capture the returns of global asset classes using low-cost index funds. The goal is to reach an asset allocation that reflects a balance of risk and return. The benefits of this strategy include lower costs, diversification, low turnover, and tax efficiency.

 

 

 

Fixed Income Strategy

Our tax-exempt and taxable fixed-income strategy focuses on strategically managing portfolios to provide a high-quality source of taxable or tax-exempt income. We emphasize preservation of capital and prudent long-term growth in conjunction with a strong focus on credit risk management. To provide clients with the most value possible, Liberty Capital Management applies distinct approaches to taxable and tax-exempt bonds, offering separate strategies to address your investment needs.

Equity Strategy

The process to effectively select and manage equities starts with screening stocks that exhibit certain fundamental characteristics. We choose companies with consistent above-average earnings growth, low levels of debt, and quality balance sheets. We also believe that it is not necessary to pay a premium to acquire these high-quality stocks.

Our portfolio management process includes fundamental, technical, and valuation analysis to determine whether to retain or sell a holding.


 

 

 

Robert D. Foster, Chairman and CEO of Liberty Capital Management, brings over twenty-five years of experience to this company. He was the Vice President and Senior Portfolio Manager for Manufacturers National Bank of Detroit and Comerica Bank's Private Banking Department. He was responsible for the management of personal trust portfolios totaling over $200 million. Mr. Foster holds a degree in Economics from Denison University, Granville, Ohio.  
 

 

Charles W. Brown, Executive Vice President and Compliance Officer, brings over thirty years of investment management experience to the firm. He began his career at Manufacturers National Bank of Detroit where he was Vice President and Senior Investment Officer. Later at Comerica Bank's subsidiary, Woodbridge Capital Management, he was Director of Institutional Equity Management. Mr. Brown managed various retirement plans, portfolios including public funds and Taft Hartley plans with an aggregate market value exceeding $750 million. He holds a degree in Economics from Ohio Wesleyan University in Delaware, Ohio.  
 

 

Charles L. Dettloff, Senior Vice President, brings over thirty three years of investment management experience to the firm. He began his career at Manufacturers National Bank of Detroit which later merged with Comerica Bank where he was Senior Vice President/Investments. Mr. Dettloff managed over $1 billion of equity, ETF, municipal and corporate bond portfolios. Mr. Dettloff earned his Bachelor’s degree in Finance and a MBA in from the University of Detroit Mercy.  
 

 

Kenneth J. Carbaugh, Vice-President and CFO, has over fifteen years of investment experience, most recently, at Comerica Asset Management where he traded individual bond portfolios totaling over $500 million. Prior to that he was Director of Portfolio Management at Portfolio Solutions, LLC where he managed $250 million of municipal bonds and $1.2 billion of equity and ETF portfolios. Ken has a BBA in Finance from Walsh College and his MBA in Financial Economics from the University of Detroit Mercy.

 
 

 

Tina M. Grogan, Chief Operating Officer, is responsible for all back office and support functions at Liberty Capital Management. Ms. Grogan has over thirty years of experience in financial services, including fifteen years working with Private Wealth Management clients. Tina has a General Business Certificate from Macomb Community College.

     


 






 

Investment Strategies


Our Liberty Capital Management team understands investment and financial situations differ from person to person. Therefore, we offer personalized investment strategies that reflect each client’s individualized needs, including a selection of individual equity, fixed income, and passive strategies to meet these investment needs.

 

Welcome to Liberty Capital 

 

Liberty Capital Management, Inc. is an employee-owned investment firm that specializes in building and strategically managing individual investment portfolios for qualified investors. Founded in 1993, our team, fueled by our commitment to excellence, is focused on providing personalized investment service.

Our intention for investing, first and foremost, is always capital protection and wealth preservation.  Our mission is to ensure our clients succeed in meeting their financial goals. We listen to and learn about each client’s needs and help clarify his/her goals. Only then do we create a custom investment strategy tailored to these individualized needs and goals. 

Our company philosophy is “Quality of Service”. When you call, you speak with someone who is responsive, knowledgeable, and can answer financial questions. This may seem like a little thing but some firms forget.   

 

Liberty Capital Management, Inc. is an independent investment advisor registered under the U.S. Securities and Exchange Investment Advisors Act. We are licensed by the State of Michigan and fully bonded. Click here for our current SEC ADVII Brochure.

 

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