Our Firm
Liberty Capital Group is...
an independent financial services company providing Institutional Clients investment products, analytical tools, strategic advice, portfolio management services and other ancillary services. Securities are offered through Cetera Advisor Networks, LLC, member FINRA/ SIPC, and advisory services are offered through Summit Financial Group, Inc., a Registered Investment Adviser. Liberty Capital aids clients in pursuing both financial and regulatory success. We offer a traditional broker-dealer relationship, as well as full-service Portfolio Advisory and Fee-Based Consultative Services. For more information see the "Our Clients" and "Our Services" pages under the"About Us" tab.
Summit is...
the largest region within the Cetera Financial Group and Summit Financial Group, Inc., is a Registered Investment Adviser. Summit provides a full-service advisory services platform for independent portfolio advisors with fully integrated management, compliance, trading, research, technology, and portfolio analytics services, in conjunction with Cetera.
Cetera Financial Group (Cetera) is...
a leading network of independent firms empowering the delivery of professional financial advice and financial services to both institutional and individual investors across the country through trusted financial institutions and financial advisors. Cetera is the second-largest independent financial advisor network in the nation by number of representatives, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based representatives the benefits of a large, established broker-dealer and registered investment adviser, while serving representatives and institutions in a way that is customized to their needs and aspirations. Securities are offered through Cetera Advisor Networks LLC, member FINRA/ SIPC. Additionally, representative support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer services and registered investment adviser services, in addition to practice management support and innovative technology. For more information on Cetera, please see the "Liberty Capital Affiliations" page under the "Useful Links" tab.
We Clear Trades Through...
Pershing LLC. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Like Summit, Pershing has to meet certain net capital requirements and is subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets.
Please see our Contact Us page and drop us a line if you have any questions or would like more information about our firm, our affiliations, or the range of financial products and services we provide. Whether your institution is looking for traditional broker-dealer coverage, a full-service fee-based portfolio management/ advisory relationship or part-time portfolio consulting, Liberty Capital is here to help. We look forward to discussing your investment portfolio needs!