Our Company
Freeing advisors to do what they do best.
Freedom Advisors provides a complete portfolio management solution, comprehensive outsourcing of operations and high-touch service to help you run an efficient practice and deliver superior outcomes for your clients.
Providing a seamless turnkey asset management platform (TAMP) and robust investment management solutions, Freedom Advisors helps you achieve true independence for your advisory practice. Our platform includes 600 model portfolios from 100 model providers, including proprietary 3D Models and EQIS Models.
Our registered investment adviser Freedom Investment Management, Inc. was formed by the merger of 3D/L Capital Management, LLC (3D) and EQIS Capital Management, Inc. (EQIS), combining the companies into a single asset management platform branded Freedom Advisors. We have been serving independent advisors for 20 years with a focus on freeing advisors to do what they do best and to have control over their practices.
Why Freedom Advisors?
You want control over your business to do what’s best for clients. Having your own platform through Freedom Advisors provides access to premier investment solutions from a professionally curated model marketplace, modern technology making it easier to do business, custodian options, investment consulting and personalized service.
Platform
All components of running your practice are brought together into one seamless, easy-to-use system that can be private labeled with your brand.
Investment Solutions
With Freedom Advisors, you select from an expansive model marketplace.
- 100 model providers
- 600 models
Operational Support
Our team provides a high level of personal service and consulting provided by live service experts who know your practice.
The freedom to do business your way is within reach. Contact us today to get started.