Muni Rich, (After-Tax) Yield Poor
May 2024 Investment Commentary: The Freedom Advisors investment team had an opportunity to meet with JPMorgan Asset Management for an
The most modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service. Freedom Advisors helps you achieve true independence for your advisory practice.
As an independent financial advisor, the responsibility falls squarely on your shoulders to ensure that your clients’ interests are protected and their financial futures secure
A compelling approach for investors seeking to tap into the growth potential and alpha generation opportunities within the small-cap universe.
Outsourcing some or all time-consuming and complex business functions to the right partner who knows you and your practice is the quickest and easiest way to scale your practice and free you to spend your time where you can have the greatest impact and make the biggest difference.
You want control over your business to do what’s best for your clients. Having your own turnkey asset management platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.
Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.
Select from 600 pre-built models from 100 model providers.
Select from fractional share and whole share custodians.
Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.
If you’ve ever thought about offering your business owner and executive clients group retirement plan services, now is the perfect opportunity to do so. Through our Group Retirement Plan Services, Freedom Advisors gives you the resources, tools and support in partnership with some of the most recognized plan service providers.
It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.
Are you mired in the labor-intensive, time-consuming processes of:
In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
May 2024 Investment Commentary: The Freedom Advisors investment team had an opportunity to meet with JPMorgan Asset Management for an
As an independent financial advisor, the responsibility falls squarely on your shoulders to ensure that your clients’ interests are protected
Advisors continue to combat the media-driven focus on the S&P 500 Index, which is rarely representative of an investment portfolio
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