Comprehensive Investment Strategies

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

These strategies are constructed through a core and satellite approach that provides for enhanced diversification through the integration of multiple investment methodologies, including: Freedom Foundation^®, Freedom Dynamic^®, and Freedom Alternative^®.

Freedom Models™ are investment strategies that deliver a combination of active management, modern diversification, and risk mitigation.

These strategies offer exposure to three key elements of asset management: Freedom Foundation^®, Freedom Dynamic^®, and Freedom Alternative^®.

Do you have a strategy for retirement income?

During the final stage of the investment journey, investors are focused on longevity – ensuring the wealth they’ve worked so hard to build is available to support a lengthy and active retirement.

Investors want a straightforward retirement income solution that addresses the real challenges and risks they are likely to face in retirement, including: longevity, inflation, extreme volatility, and liquidity.

Learn how Real Income^™ is built to address these risks while delivering long-term, inflation-adjusted income throughout your retirement.

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.

• Professional Leadership
• Fiduciary Oversight
• Differentiated Investment Solutions

TheFreedomStrategies.com is an 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 our investment team.

TheFreedomStrategies.com