Investment Philosophy


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.

Active Management
Modern Diversification
Risk Mitigation

Our investment world has changed.

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.

Diversification for the modern 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.

Historically, risk mitigation has been an afterthought for investors.

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.