A complete list of active advisors currently associated with Freedom Asset Management Inc.

Warmer can help you find a great advisor at Freedom Asset Management Inc. or one who fits your needs even better.

Freedom Asset Management Inc. provides investment advice primarily to individual clients and their families on mutual funds, individual stocks, exchange-traded funds, preferred stocks, and a range of fixed‑income securities. The firm manages a relatively small asset base and delivers advice on a predominantly non‑discretionary basis, requiring client approval before trades are implemented. The firm’s recommendations are individualized after meetings that assess clients’ risk tolerance, time horizon, current income and investment experience, with an emphasis on principal preservation and portfolio diversification. Accounts are reviewed periodically (at least monthly) and are custodied through a third‑party broker‑dealer, with the adviser accessing independent research through soft‑dollar arrangements. Freedom Asset Management is a privately held, single‑owner advisory corporation that is concurrently licensed to sell insurance and places insured, guaranteed products as part of client planning, receiving commission compensation from insurers for those placements. Unusual for firms of its size, it combines hourly and transaction‑related billing with a focus on portfolio management for non‑high‑net‑worth individuals, and it does not act as a private fund adviser.

To learn more about the advisors currently working at Freedom Asset Management Inc., 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.