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. The complex, ever-changing investment world of today requires a rigorous investment process overseen by a team of experienced investment professionals.
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 team dedicated to performing the in-depth research and due diligence necessary to make informed investment decisions in a timely manner.
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 innovative solutions are necessary to effectively address the matters of importance for investors today.
Freedom Capital Management Strategies® takes an active approach to managing client assets in the midst of a complex, ever-changing world. Our comprehensive investment strategies, managed by an experienced investment team, actively respond to changes in the global economy and capital markets in an effort to dynamically balance the growth and protection of your assets.
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.
When it comes to developing an investment strategy that aligns to your goals, it is important to consider the potential for losses alongside the opportunity for gains. Emotions like fear or doubt can play a significant role in impacting your investment decisions, especially during periods of intense market volatility.
Risk Assist® is a risk mitigation strategy designed to protect your wealth against the potential for catastrophic portfolio losses that could derail your financial plan. In an effort to mitigate potentially negative consequences of investment decisions driven by emotion, Risk Assist® monitors markets daily and uses an algorithmic process designed to protect portfolios during volatile market environments.
For instance, when market conditions warrant, Risk Assist® gradually shifts portfolios toward investments that are less sensitive to severe market corrections. As market risk eases, portfolios are gradually shifted back toward their growth-oriented position.
The investment strategies available through Freedom Foundation® take a traditional approach to portfolio management and apply 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 approach that proactively responds to changes in the global economy and capital markets.
Freedom Dynamic® is comprised of a Tactical Series and an Institutional Equity Series.
The Tactical Series is comprised of tactically managed strategies that seek to capitalize on shorter-term investment opportunities by dynamically allocating capital across asset classes, geographies, economic sectors, and investment styles.
The Institutional Equity Series is comprised of individual security based strategies that seek to create long-term value through in-depth fundamental research and security selection.
Freedom Alternative® is designed to deliver the final piece of diversification to each investor’s portfolio. Freedom Alternative® provides investors access to a range of historically less correlated and/or non-traditional asset classes and investment strategies that offer the potential to improve the risk/return profile of each investor’s overall portfolio over a full market cycle.
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