Phoenix, AZ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Freyr Group
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About
The Freyr Group provides discretionary asset management, financial planning (initial and ongoing), and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm also makes available insurance products through an affiliated insurance business and offers plan education and participant services as part of its retirement plan work.
Portfolios are managed using a combination of fundamental, technical, cyclical and Modern Portfolio Theory analysis, with periodic reviews (at least quarterly) for rebalancing and tax-loss-harvesting opportunities. The firm discloses that it may employ options and other derivatives and permit borrowing (margin) in separately managed accounts, practices that introduce additional leverage and risk compared with many peers.
Distinctive features include its relatively recent founding and modest scale (approximately $64.5 million in AUM with three advisors) while offering both retail and ERISA 3(21) plan services, creating cross‑service relationships between institutional and individual clients. The advisory team’s affiliation with an insurance agency — and the receipt of insurance commissions for products sold — is disclosed as a potential conflict of interest and is managed through procedures and client disclosures.
Based on The Freyr Group
Expertise
Based on The Freyr Group
Location
Phoenix AZ
Advisors at this office
1
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