FreedomTrust LLC

FreedomTrust LLC provides non‑advisory digital asset management, digital asset administration, and financial consulting primarily for institutional accounts and other registered investment advisers. The firm offers both discretionary and non‑discretionary arrangements for trading and administration of digital assets and also accepts sub‑advisory engagements from other advisers.

The firm’s investment work focuses on digital‑asset strategies—including charting analysis and long‑term purchase approaches—tailored to clients’ objectives, risk tolerance, and liquidity needs, while noting the unique risks and tax considerations of digital assets. For execution and account operations it routinely requires custody with a qualified custodian, uses third‑party trading technology providers and APIs, and provides quarterly monitoring and account reviews; it also offers optional services such as multi‑signature wallet setup.

Distinctive features relative to many peers include the firm’s active selection and referral of other advisers and its role as a sub‑adviser to registered investment advisers, as well as recent arrangements to compensate certain third‑party referrers. The firm also departs from industry norms by receiving advisory fees in‑kind (Bitcoin) rather than cash and by maintaining custody and execution arrangements that rely on third‑party trading providers; additionally, the firm’s principal maintains substantial outside employment in a non‑investment technology role.