FREEDOM ADVISORY

Overview

Freedom Advisory is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and institutional clients. The firm provides comprehensive financial planning and discretionary portfolio management across individual, small business and institutional mandates, and it supplements in-house management by selecting third‑party advisers when appropriate. Fee arrangements combine percentage‑of‑AUM billing with fixed-fee engagements. Investment activity centers on multi‑asset solutions with a clear core allocation to public funds and mutual funds, while also deploying private market and alternative strategies to extend return and risk profiles beyond traditional equity and fixed income. The firm reports not to pursue ESG investing as a formal priority. Its advisory services explicitly include pension consulting and the selection of other advisers, signaling a consultative approach when clients need access to specialized managers or private fund managers. Freedom Advisory operates its discretionary strategies through separately managed accounts and pooled vehicles where appropriate, and it maintains a centralized custody footprint that supports portfolio implementation and reporting. As a capital allocator the firm sources external managers across private equity, credit and real assets in addition to building multi‑manager public portfolios for client portfolios.

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Location & Offices