Investment Philosophy & Process


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.

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 Investment Committee.

Active Management
Modern Diversification
Risk Mitigation
Investment Committee

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 the traditional solutions of our industry are no longer effective in addressing the matters of importance for investors today.

No longer are traditional, passive investment methodologies such as static asset allocation, buy and hold investing, and riding out market fluctuations reliable methods for managing and protecting wealth.

Freedom Capital Management Strategies® takes an active approach to managing client assets in the midst of a complex, ever-changing world.

Our investment platform is in constant motion – regularly shifting in response to changes in the global economy and capital markets in an effort to balance growth and protection in alignment with the goals and dreams of our clients.

Freedom Capital Management Strategies® was constructed to deliver upon the modern requirements of successful investment management in the midst of a complex, ever-changing 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 management has been an afterthought for investors.

Most investors today do not truly understand the level of risk that exists within their investment portfolios and consequently do not appreciate the potential impact of this investment risk on their ability to achieve their goals and dreams.

The uncertain and ever-changing global capital markets of today require an active approach to risk management that aligns with the uniquely important needs of each investor.

Freedom Capital Management Strategies® places great emphasis on managing risk in investor portfolios.

The platform incorporates an active investment process that responds to changes in the global economy and capital markets and offers innovative hedging solutions that overlay investor portfolios to provide an additional layer of wealth protection.

The complex, ever-changing investment world of today requires an institutional investment process that is overseen by a team of experienced investment professionals.

Global capital markets present investors with a host of challenges due to the combination of an overwhelming amount of information to analyze and the speed at which this information impacts asset prices.

The time and expertise required to perform in-depth investment research and to make timely and informed portfolio management decisions requires both a clear investment process and an experienced investment team to implement the process.

Freedom Capital Management Strategies® is closely managed and monitored by an experienced Investment Committee that is comprised of a team of investment professionals with a breadth of experience and includes economists, financial analysts, quantitative analysts, and financial planners.

The Investment Committee meets formally each quarter, and more frequently if market conditions warrant, to discuss the state of the global economy and capital markets and to assess the current asset allocation and positioning of each model portfolio.