Investment Solutions

Investment Solutions

600 models from 100 model providers

True independence for advisors in the category of investment solutions means choice and objectivity. With Freedom Advisors, you select from an expansive model marketplace.

Outsource

Recognized, reputable investment portfolio model providers where select diversified models are one click away.

We invite you to learn about our proprietary models.

Not only does the investment team conduct exhaustive due diligence on the asset managers and model portfolios made available on Freedom Advisors, we also offer a wide variety of our own models across the risk spectrum from multi-manager models to single-strategist ETF and fund models.

Portfolio Strategy Consulting

Freedom Advisors consultants partner with advisors to assist with portfolio strategy, including model building, investment analytics, proposal generation, investor presentations, and any other ways we can assist advisors in investment management, navigating and leveraging all the resources of Freedom Advisors, and any other ways we can help your practice thrive.

Schedule a demo and introductory call with us.