South Windsor, CT Office

Freedom Investment Management is an SEC-registered adviser serving both retail and institutional clients, including individuals, high‑net‑worth households, qualified retirement plans, municipalities and other entities. It delivers discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative and middle-office services through its Freedom Advisors platform and sub‑advisory arrangements.

The firm employs quantitative, factor‑based and systematic approaches alongside passive, asset‑class index funds and ETFs, drawing on Modern Portfolio Theory and Fama‑French factor concepts to construct diversified model portfolios and manage risk. Freedom offers both strategic and tactical models, episodic rebalancing, and conducts specialty due diligence and monitoring for products such as interval funds and stable value/group annuity contracts.

Freedom’s business mix includes several uncommon features for a team firm: it operates a multi‑office turnkey asset management platform and sponsors a wrap fee program while also acting as a model manager on third‑party platforms. It publishes performance materials (including predecessor performance in its reporting), and provides ERISA 3(38) fiduciary investment management to municipal and other tax‑exempt employers (notably through National Life’s Balanced Opportunities Platform), reflecting a blend of retail-facing and institutional capabilities.