1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Discover Our Expertise
Clients trust the investment advice they receive and are pleased with the results at Liberty Capital. It shows with the many referrals of friends and family members to the company by our current clients. Easy-to-read monthly statements keep you informed about your investments. Your personal broker is only a local phone call away!
Risk of Investing
At Liberty Capital Investments we strive to help our clients reach their investment goals. But investments of any type involve risk. Past performance, including ours, can be no assurance that future results will not involve loss of invested capital. Please consider this carefully before investing.
Liberty Capital has a vast array of investment products and services to choose from. You can select from:
Certificates of Deposit
IRAs (Traditional, Roth, Simple, SEP, 401k)
Money Market Funds
Tax Free Bonds
Health Savings Accounts
Education Savings Accounts
Non-Retirement (Trust, Joint, individual, UGMA/UTMA)
Secure Your Future
Your representative, with the aid of our professional staff, will comfortably guide you through the investing process. Liberty Capital engages the services of Hilltop Securities to perform clearing functions for the firm. These include transaction processing, production of trade confirmations and monthly statements, posting of dividend and interest payments, and security safekeeping. Your account is covered by SIPC insurance, which protects securities customers of its members up to $500,000 (including $250,000 for claims of cash). An explanatory brochure is available upon request at www.sipc.org. Your account is additionally covered by third party insurance for up to $25 million (subject to an aggregate limit). There is no annual IRA fee for your account and interest is paid on all credit balances over $1,000.