Market Commentary
The Immaculate Slowdown: November 2023 Market Commentary Summary
As we head into 2024 with consumer spending still quite strong, even with signs of a post-COVID slowdown, the economic
Freedom Advisors
Freedom Advisors
Welcome 3D Advisors and Investors!
We are excited to welcome 3D to Freedom Advisors as we become a single asset management platform under Freedom Investment Management (formerly EQIS).
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.
Expansive Model Marketplace
Select from 600 pre-built models from 100 model providers.
Custodian Choice
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.
Your Team
It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.
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.
Resources
Manager Spotlight
3D Global 100 ETF Strategy
For investors desiring a strategic and systematic global portfolio that seeks to capture market risk premiums, one option is the
Guide
3 Functions to Outsource to Grow Your Practice
Outsourcing some or all time-consuming and complex business functions to the right partner who knows you and your practice is
600
Model
Portfolios
100
Money
Managers
800
Independent
Advisors
What True Independence Feels Like
With Freedom Advisors, you’re in control. Get started today.
30-Second Technology Series: Simplified Account Management
With the Freedom Advisors platform, see how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
Your Pratice is Growing, and You Need Help. Should You Hire Staff or Outsource?
Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing…
3D/L and EQIS Come Together to Form Freedom Advisiors
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Discover What True Independence Feels Like
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Your Pratice is Growing, and You Need Help. Should You Hire Staff or Outsource?
Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing…
Discover What True Independence Feels Like
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Financial Data & Technology
Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for solutions. They discover you online. You need to show–digitally–how your tech, data, and services help them achieve their goals.
At GK3, we understand how to communicate the cutting-edge value of tech-based investment businesses, from TAMPs and data providers to online research platforms and fintech firms. We’re at the vanguard of applying sales and marketing technology. Financial technology innovators partner with GK3 to take their growth to the next level.
Wealth Managers
More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide peace of mind for their families. The increasing complexity of investing and taxes means investors are searching for answers and advisors online. Can they find you there?
Digital marketing is transforming how advisors acquire new business. A new generation of tech-savvy investors builds relationships digitally, not just through referrals or a handshake. At GK3, we create digital business development programs for wealth managers across the country. We help you grow your business while you stay focused on what you do best: serving your clients.
Mutual Funds
Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves from “mega” fund complexes and the crowd to survive and thrive. To win flows, top mutual fund and ETF sponsors must clearly articulate their value and harness the latest digital marketing strategies.
At GK3, we partner with fund sponsors seeking to raise and retain assets more effectively with digital distribution.
Alternative Investments
Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your unique investment proposition and alpha?
At GK3, we’re at the leading edge of change in the alternative investment industry. Our deep experience ranges from private equity and hedge funds to liquid alts and niche strategies. As tech and democratization broaden the universe of alternative investors, digital marketing is critical. GK3 can transform digital marketing for alternative investment managers of all types.
Real Estate Sponsors
Raising capital for real estate funds requires specialized expertise. At GK3, we’re experienced at marketing across the entire spectrum of real estate products, from registered and private funds to tax-advantaged strategies like 1031 exchanges, DSTs, and QOZs. We are also experienced across distribution channels from retail and institutional to online.
At GK3, we work with real estate sponsors to create digital marketing programs encompassing content, lead generation, and sales enablement to attract and retain investors.
Asset Managers
Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach investors where they are—online.
GK3 works with asset managers to hone their message and implement effective digital marketing programs. We deploy investment and compliance expertise to help you generate new leads, strengthen investor relationships, and drive AUM.