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Investment Management

Our Client-Centered Investment Process

We take managing our clients’ wealth very seriously. We simplify the investment selection process to make it easy for you to find your right fit style. Our four-step process is designed to help you better understand, and feel comfortable with, the potential risk and reward of your investments.

Understand and Prioritize Your Financial Goals

Whether it’s a secure retirement, or a home on the ocean, we will work to understand and help you pursue your personal goals.

Determine Your Investment Objective & Risk Profile

We help you define your risk tolerance with a specific number. Think of it like your sleep number. This will help clearly define your risk comfort level, and the risk your portfolio should take given your financial goals.

Select an Investment Management Style That Fits You

We appreciate that clients have different investment philosophies, and we offer a number of portfolios to help address these views.

Select the Appropriate Portfolio That Matches Your Risk Profile

At Freedom Wealth Alliance you have the flexibility to select one or a combination of our portfolios. You advisor will help guide you through this process.

What's Your Risk Number?

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Find out if your investments are in alignment with your risk tolerance: 

Investment/Portfolio Management

Investment/Portfolio Management

Our investment management is structured to help us understand how various economic and market factors can impact investments over different time periods.

  • We leverage sophisticated tools for quantitative analysis.
  • We perform deep qualitative research that quantitative analysis can miss.
  • We blend high-quality investments while managing downside risk.

Investment Team & Process Brochure

Investment Team & Process Brochure

Global markets have become increasingly complex, so having an experienced investment team and a comprehensive, disciplined investment process is critical for financial success. Download our brochure and read more about:

  • Our Investing Beliefs
  • Our Investment Philosophy
  • Understanding the Investment Process
  • Investment Selection
  • Portfolio Construction & Risk Management

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Our Investment Team 

Global markets have become increasingly complex. We believe that having an experienced investment team, team-based approach and a comprehensive, disciplined investment process is critical for financial success for our clients.

Investment Committee

Our investment process is led by the Freedom Wealth Alliance Investment Committee. The Investment Committee consists of experienced investment professionals with experience in global economic analysis, portfolio construction, third-party manager due diligence and technical analysis. The members of our Investment Committee have advised on investment portfolios of high net worth families and large institutions across the country.