TAMP for Independent Advisors & RIAs
The most modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service. Freedom Advisors helps you achieve true independence for your advisory practice.
Morningstar Hare and Tortoise Models
The combination of a meticulous investment process, fundamental diversification, and continuous monitoring positions this dynamic duo as a compelling choice for investors seeking a balanced and resilient investment strategy.
3 Functions to Outsource to Grow Your Advisory Practice
Outsourcing some or all time-consuming and complex business functions to the right partner who knows you and your practice is the quickest and easiest way to scale your practice and free you to spend your time where you can have the greatest impact and make the biggest difference.
2024 Opportunities, Risks and Investment Guidance
After a historic run up in both equities and fixed income in 2023, what actions are you taking to best position client portfolios for the year ahead?
Do Business the Way You’ve Always Wanted
You want control over your business to do what’s best for your clients. Having your own platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.
Everything White-Labeled With Your Brand
Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.
Select from fractional share and whole share custodians.
Democratizing Wealth Management
The value of fractional share investing
Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.
Discover the Speed and Simplicity of the Freedom Advisors Platform
Are you mired in the labor-intensive, time-consuming processes of:
- Opening accounts & completing transfers
- Finding forms & collecting signatures
- Following up to ensure others do their work
- Constructing portfolios
In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
Freedom Advisors offers a curated model marketplace in its turnkey asset management platform (TAMP) to hundreds of RIAs and independent advisors.
What True Independence Feels Like
With Freedom Advisors, you’re in control. Get started today.