A complete list of active advisors currently associated with Freedom Mountain Investments

Warmer can help you find a great advisor at Freedom Mountain Investments or one who fits your needs even better.

Freedom Mountain Investments provides discretionary portfolio management primarily to individual and high‑net‑worth clients, with a client roster that is very small relative to peers and an assets‑under‑management level of about $11.5 million. The firm conducts client interviews and offers ongoing supervision and periodic portfolio reviews tailored to each client’s goals and risk tolerance. The firm uses a research‑driven, fundamentally oriented investment process that combines computer models, economic indicators and company analysis to select individual stocks, mutual funds and ETFs. Portfolios may include smaller‑capitalization and infrequently traded securities and the adviser employs a “Venerable Owner” strategy that targets companies where a single long‑term owner holds a large stake and may create future liquidity events. Noteworthy aspects relative to typical independent advisers include its very small client base and an investment style that can produce more concentrated, potentially less liquid portfolios suited to longer time horizons and higher risk tolerance. The firm is a single‑advisor practice whose principal has advanced technical and industry credentials and includes a modest amount of additional consulting time as part of its advisory service.

To learn more about the advisors currently working at Freedom Mountain Investments, 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.