Comprehensive Investment Solutions

Freedom Capital Management Strategies® offers innovative investment solutions designed to serve the holistic asset management needs of each investor through the leadership of experienced, independent financial advisors.

The platform provides comprehensive investment solutions uniquely constructed to integrate our institutional investment philosophy and process across managed accounts, employer-sponsored retirement plans, and insurance-based products.

Liberty Portfolios™
Real Income
Freedom Models™
Freedom Independence Plan™
The Freedom

Liberty Portfolios™ are comprehensive investment solutions designed to meet the uniquely important asset management needs of investors across the key phases of financial planning – accumulation, growth and income, income, and real income.

These comprehensive investment strategies deliver a combination of active management, modern diversification, and risk mitigation by integrating three core elements of asset management: Freedom Foundation®, Freedom Dynamic®, and Freedom Alternative®.

The Real Income Series of Freedom Capital Management Strategies® is designed for investors seeking long term, inflation adjusted income from their investable assets.

The investment strategies available through the Real Income Series combine three core components: Income Reserve, Investment Allocation, and Risk Mitigation Overlay. These three components are dynamically managed through our multi-disciplined investment process in an effort to minimize the risk of an investor “outliving their money” while providing inflation adjusted withdrawals throughout retirement.

Freedom Models™ are actively managed investment strategies available across each of the core elements of Freedom Capital Management Strategies® - Freedom Foundation®, Freedom Dynamic®, and Freedom Alternative®.

These dynamic investment strategies provide financial advisors the flexibility to construct customized portfolio allocations for their clients by selecting model portfolios from each element based upon the unique needs of each investor and to integrate our proprietary risk mitigation solutions when appropriate.

The Freedom Independence Plan™ is an innovative employer-sponsored retirement plan platform that comprehensively serves the needs of businesses, owners, and employees.

Through the leadership of experienced, independent financial advisors, our turnkey retirement plan solution provides professional leadership, fiduciary oversight, and differentiated investment solutions to meet the needs of both plan sponsors and participants. is an active management investment tool for participants of employer-sponsored retirement plans.

The purpose of this service is to provide retirement plan participants access to an active process to reallocate their plan investments in response to changes in the global economy and capital markets.

Through the education of experienced, independent financial advisors, subscribers to this service are able to access actively managed asset allocation models that are overseen by the Freedom Capital Management Strategies® Investment Committee.