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Our Investment Philosophy & Process

The world of financial planning and wealth management is continually changing… The standard investment strategies of the past have collided with a host of economic and geopolitical challenges that have fundamentally changed the way investors think. Freedom Capital Management Strategies® takes a dynamic and highly adaptive approach to asset management by combining the essential components of traditional investment theory with the original thinking of modern strategies. Our investment philosophy is founded upon the integration of active management, modern diversification, and risk mitigation, and our institutional investment process is overseen by an experienced Investment Committee. Learn more.

Active Management

No longer are traditional, passive investment methodologies such as static asset allocation, buy and hold investing, and riding out market fluctuations reliable methods for managing and protecting wealth.

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Modern Diversification

Our investment world has changed a great deal in the last decade as major forces in the global economy have reshaped the attitudes of investors, the flow of capital, the functioning of free capital markets.

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Risk Mitigation

The uncertain and ever-changing global capital markets of today require an active approach to risk management that aligns with the uniquely important needs of each investor.

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Investment Committee

Global capital markets present investors with a host of challenges due to the combination of an overwhelming amount of information to analyze and the speed at which this information impacts asset prices.

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