A complete list of active advisors currently associated with American Freedom Investments, LLC
Warmer can help you find a great advisor at American Freedom Investments, LLC or one who fits your needs even better.
American Freedom Investments provides discretionary investment supervisory services to individuals, high-net-worth individuals, retirement plans, trusts, and private businesses under an investment management agreement, tailoring portfolios to clients’ stated goals and risk tolerances. The firm focuses on ongoing portfolio management of marketable securities and does not participate in wrap-fee programs. Investment decisions are grounded in fundamental analysis and macroeconomic indicators—such as GDP, inflation, interest rates, and sector trends—and the firm uses the S&P 500 as its performance benchmark. Portfolios are typically built around a concentrated core of four to six ETFs that emphasize top-performing sectors, with holdings adjusted as sector performance shifts. Distinctive features include the firm principal’s role as an independent insurance broker, with the firm disclosing commissions from insurance sales and a practice of recommending fixed indexed annuities as a retirement income buffer in place of traditional bonds. The firm also suggests a particular custodian and accepts non-monetary client account support from that custodian (a disclosed potential conflict of interest), and it applies a 5–7% quarterly stop‑loss discipline that can move assets into a money-market holding during downturns.
To learn more about the advisors currently working at American Freedom Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wichita, KS
| 6
|
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