Client Communication

Since investors entrust Freedom Capital Management Strategies® to manage the intricacies of their portfolios, we are committed to communicating proactively and providing meaningful transparency to clients regarding the management of their assets.

Independent financial advisors provide personalized leadership to clients who invest their assets through Freedom Capital Management Strategies®. These experienced advisors are responsible for guiding clients in the selection of an investment strategy designed to serve their uniquely important goals.

Each quarter, the Investment Team provides advisors and clients an in-depth review of the global capital market environment and offers commentary describing current portfolio positioning based upon our institutional investment process.