1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Customer Relationship Summary - Form CRS
SEC Regulation Best Interest
Liberty Capital Investment Corporation is registered with the SEC as both a Broker-Dealer and an Investment Adviser in various states. It's crucial to recognize the differences between brokerage and investment advisory services, including their fees. Educational materials and free tools to help understand these distinctions are available at investor.gov/CRS. This site also offers educational resources about broker-dealers, investment advisers, and investing. Based on your individual needs and investment goals, we can offer services through a brokerage account, an investment advisory account, or both concurrently.