A complete list of active advisors currently associated with Freeman Global Investment Counsel
Warmer can help you find a great advisor at Freeman Global Investment Counsel or one who fits your needs even better.
Freeman Global Investment Counsel provides discretionary investment supervisory services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, using client‑specific Investment Policy Statements to guide portfolio construction. The firm manages a broad set of securities — including mutual funds, equities, fixed income, ETFs, REITs, hedge funds, and private placements — and provides retirement‑account fiduciary advice when applicable. The firm’s investment approach emphasizes global equities and combines fundamental, technical, charting, and cyclical analysis, with strategies that may include long‑ and short‑term trading as well as short sales, margin, and options writing. Accounts are managed on a generally discretionary basis under documented investment policies, with regular monitoring, at least quarterly reviews, and client reporting through custodians. Noteworthy for a solo independent advisor, the firm accepts institutional retirement plan clients in addition to individual clients, a service that is relatively uncommon among peers of this size. The brochure also discloses that a firm principal serves on the board of a publicly traded company (Galectin Therapeutics) and engages in public‑facing activities, a relationship the firm acknowledges as a potential conflict and manages through policies such as trading restrictions and quiet periods; the firm may also accept proxy‑voting authority in certain cases.
To learn more about the advisors currently working at Freeman Global Investment Counsel, 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.
Name |
Location |
Years of experience |
|---|---|---|
Keller, TX
| 21
|
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