The world of Financial Planning and Wealth Management is continually changing...
The standard investment strategies of the past have collided with a host of economic and geopolitical challenges that have fundamentally changed the way investors think.
Freedom Capital Management Strategies® takes a dynamic and highly adaptive approach to asset management by combining the essential components of traditional investment theory with the original thinking of modern strategies.
Our investment philosophy is founded upon the integration of active management, modern diversification, and risk mitigation, and our institutional investment process is overseen by an experienced Investment Committee.
Major forces in the global economy have reshaped the attitudes of investors, the flow of capital, and the functioning of free capital markets. This dramatic shift has made it apparent that the traditional solutions of our industry are no longer effective in addressing the matters of importance for investors today.
No longer are traditional, passive investment methodologies such as static asset allocation, buy and hold investing, and riding out market fluctuations reliable methods for managing and protecting wealth.
Freedom Capital Management Strategies® takes an active approach to managing client assets in the midst of a complex, ever-changing world.
Our investment platform is in constant motion – regularly shifting in response to changes in the global economy and capital markets in an effort to balance growth and protection in alignment with the goals and dreams of our clients.
Freedom Capital Management Strategies® was constructed to deliver upon the modern requirements of successful investment management in the midst of a complex, ever-changing world.
By integrating traditional, dynamic, and alternative investment solutions while taking a refreshingly sophisticated approach to managing risk in client portfolios, our asset management platform is designed to meet the uniquely important needs of each investor.
Freedom Capital Management Strategies® combines three core elements of asset management – Freedom Foundation®, Freedom Dynamic®, and Freedom Alternative® – which together provide investors an enhanced level of diversification.
Through the integration of traditional asset allocation with the innovative thinking of modern strategies, Freedom Capital Management Strategies® offers investors diversification for the modern world.
Most investors today do not truly understand the level of risk that exists within their investment portfolios and consequently do not appreciate the potential impact of this investment risk on their ability to achieve their goals and dreams.
The uncertain and ever-changing global capital markets of today require an active approach to risk management that aligns with the uniquely important needs of each investor.
Freedom Capital Management Strategies® places great emphasis on managing risk in investor portfolios.
The platform incorporates an active investment process that responds to changes in the global economy and capital markets and offers innovative hedging solutions that overlay investor portfolios to provide an additional layer of wealth protection.
The complex, ever-changing investment world of today requires an institutional investment process that is overseen by a team of experienced investment professionals.
Global capital markets present investors with a host of challenges due to the combination of an overwhelming amount of information to analyze and the speed at which this information impacts asset prices.
The time and expertise required to perform in-depth investment research and to make timely and informed portfolio management decisions requires both a clear investment process and an experienced investment team to implement the process.
Freedom Capital Management Strategies® is closely managed and monitored by an experienced Investment Committee that is comprised of a team of investment professionals with a breadth of experience and includes economists, financial analysts, quantitative analysts, and financial planners.
The Investment Committee meets formally each quarter, and more frequently if market conditions warrant, to discuss the state of the global economy and capital markets and to assess the current asset allocation and positioning of each model portfolio.
Traditional asset allocation with active risk management
The Freedom Foundation® Element of Freedom Capital Management Strategies® takes a traditional approach to portfolio management and applies the theory that the effective allocation between investment asset classes can achieve an optimal balance of risk and opportunity for each client. Unlike simple asset allocation, which prescribes a static mix of the three major asset classes (stocks, bonds, and cash), Freedom Foundation® incorporates an active management approach that responds to changes in the global capital markets. Similar to a traditional portfolio, this Element has allocation ranges for each asset class that provide a starting point for investment decisions; however, an active management strategy enhances this traditional approach by continually evaluating which asset classes to overweight and underweight in an effort to achieve improved risk-adjusted results.
Tactical asset allocation with concentrated positions for potentially higher returns
The Freedom Dynamic® Element of Freedom Capital Management Strategies® utilizes tactical asset management and concentrated portfolios in an effort to achieve higher rates of return with less attention to levels of risk. This Element incorporates economic, quantitative, and fundamental analysis of capital markets to identify the most compelling investment opportunities globally and allows portfolio managers the flexibility to make concentrated investments across asset classes, geographies, economic sectors, and investment styles. Freedom Dynamic® provides portfolio managers the freedom to invest outside the constraints of a traditional, static asset allocation structure in an attempt to take advantage of global capital market cycles.
Capitalizing on non-traditional asset classes and investment strategies
The Freedom Alternative® Element of Freedom Capital Management Strategies® delivers the final piece of diversification to each client’s unique investment portfolio. This Element provides investors access to a range of historically uncorrelated or non-traditional asset classes and investment strategies, such as: real estate, commodities, quantitative, and absolute return. Freedom Alternative® seeks to enhance the risk/return profile of each investor’s overall portfolio and to improve the consistency of performance, especially in difficult market environments.
Freedom Capital Management Strategies® is closely managed and monitored by an experienced Investment Committee according to investment policy guidelines. The platform utilizes a model portfolio structure to facilitate timely implementation of investment decisions and cost-effective portfolio adjustments for all investors. In addition, the Investment Committee convenes regularly to review all aspects of the portfolios, including:
Identifying the current risk/reward potential of each asset class through in-depth economic, quantitative, and fundamental analysis
Determining the appropriate asset allocation of each portfolio in the context of the current global economic and capital market environment
Implementing tactical investment decisions based on the prevailing opportunity set across different asset classes and market segments
Evaluating portfolios through in-depth attribution analysis of risk and return
Monitoring underlying investments in the portfolios to ensure due diligence requirements continue to be met
Identifying new investment opportunities and constructing portfolios to capitalize on them