Todd Freund is a Series 65-licensed financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, Missouri, where he has worked since 1997. He has 21 years of industry experience and also maintains a general law practice as an attorney. Freund & Co. Investment Advisors provides financial advisory and portfolio management services to individuals and both for-profit and not-for-profit entities, along with retirement plan consulting for plan sponsors. The firm emphasizes asset allocation, diversification, and modern portfolio theory, integrating economic and tax considerations into portfolio design.

William Freund is a financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2002 and has been involved with Freund & Co. Investment Advisors, LLC since 1997. Additionally, he has worked as an independent insurance agent since 1972. Freund & Co. Investment Advisors, L.C. provides financial planning, portfolio design, and ongoing monitoring for individuals and entities, including high-net-worth households, under various engagement models. The firm primarily offers non-discretionary advice using asset-allocation models, mutual funds, ETFs, and model portfolios accessed through a third-party platform, and also provides retirement-plan investment consulting.