Freedom Value Partners, LLC

Freedom Value Partners advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, limited non‑discretionary asset advisement, financial planning, and retirement rollover guidance. The firm bills on a typical percentage‑of‑assets basis and provides ongoing portfolio monitoring as well as consultations on non‑managed accounts.

The firm follows a fundamental, bottom‑up investment approach that emphasizes defining upside potential and downside risk, documenting objectives in an investment policy statement and managing portfolios under discretionary authority when engaged to do so. Strategies include long‑ and short‑term equity positions, fixed income, and the selective use of options and other derivatives (including covered call writing) as part of portfolio positioning and risk management; financial planning is offered to asset management clients at no additional charge.

Noteworthy for a supported‑firm peer group, Freedom Value Partners uses derivatives within separately managed accounts and employs a prime brokerage arrangement to place trades with other executing broker‑dealers while maintaining centralized custody, which supports access to fixed‑income products and new‑issue bonds. The firm operates with a two‑advisor leadership team in which both principals hold the CFA designation and bring extensive combined investment experience, and it reports a relatively small client base and assets under management compared with many larger supported firms.