Freeman Global Investment Counsel

Overview

Freeman Global Investment Counsel is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small institutions. The firm shows a clear preference for equities and exchange-traded instruments as the core of its investment program. Portfolios appear to be managed with a concentrated tilt toward publicly traded stocks and ETFs, supplemented by mutual funds and selectively placed alternative strategies. Freeman Global is not positioned as an ESG-driven manager, and it does not present itself as a multi-state or pension consultant. Investment decisions are handled primarily on a discretionary basis, allowing the firm to make tactical adjustments within client mandates. The business model is percentage-of-AUM fee-based, and the advisory scope covers both individual and small-business clients as well as certain institutional or business accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices