Investment Management

Our portfolios contain many different asset classes, each with a specific purpose. Because we are independent advisors, we are free to make recommendations from the entire spectrum of investments, without the commercial interests of a larger company. We typically recommend a well-diversified, actively managed portfolio that is consistently updated with best-in-class investments. If appropriate, we also utilize a wide variety of alternative investments that cannot be accessed by the "do-it-yourself" investor.  Our portfolios are customized based on a client’s risk tolerance and time horizon.

Freedom Financial Planning implements a rigorous review process on all of the investments in our managed accounts.  We utilize multiple rating agencies and adhere to a disciplined approach of long-term total return.