Wichita, KS Office

Freestate Advisors serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans and their participants. The firm provides ongoing portfolio management (discretionary and non-discretionary), financial planning, and retirement-plan consulting and participant education.

Its investment approach emphasizes macro-level, research-driven asset allocation and portfolio construction grounded in proprietary economic and risk modeling. Portfolios are implemented primarily with ETFs and model portfolios and include both "Focused" strategies aligned with diversified benchmarks and "SmartRisk" strategies that may tactically diverge from benchmarks to seek reduced downside in recessionary periods; personalized portfolios are available when clients require custom structures.

Freestate discloses an affiliation with an accounting firm through which clients may be referred for tax and accounting services, a relationship that the brochure identifies as creating a potential conflict of interest. The firm also notes that an employee is a licensed insurance agent who may receive commissions for insurance sales, and it offers comprehensive ERISA-focused retirement plan services (fiduciary consulting, due diligence, benchmarking, and fiduciary file setup) that go beyond basic plan advice.