Freemind Financial Advisory

Overview

Freemind Financial Advisory is an independent, owner-operated registered investment adviser that focuses on individuals and families. The firm charges a percentage-of-AUM fee and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its investment mix is centered on pooled public funds—mutual funds make up the largest share of client assets—while the firm supplements core allocations with third-party hedge fund exposure when appropriate. Freemind is not positioned as a capital allocator or a multi-state adviser and is not an active ESG investor. With all assets managed on a discretionary basis, the firm tilts toward easily implementable, externally managed vehicles for core diversification, then adds alternative sleeve(s) for return enhancement and potential downside protection. The small scale of the advisory practice implies a high-touch, client-focused delivery model rather than a large-platform or institutional offering.

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Investments & Alternatives

Location & Offices