Investment Solutions

Investment Solutions

True independence for advisors in the category of investment solutions means choice and objectivity. With Freedom Advisors, you decide how portfolios will be built and managed.

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400+ Models, Strategies and Managers

Outsource: Model Marketplace

Recognized, high-quality investment portfolio model providers create an exclusive list where 200 select diversified models are one click away.

We invite you to learn about EQIS Models

Not only does the EQIS investment team conduct exhaustive due diligence on all asset managers and the underlying portfolio strategies made available on Freedom Advisors, we are also the pre-eminent model provider, offering 55 UMA and ETF portfolio models.

Build: Strategy Marketplace

Hundreds of independent separate account managers, strategists and pooled vehicles are on the platform, available for your advisor-built models.

ABR
AdvisorPartners
Affinity
Alpha
Alpha Quant
American Beacon
Anfield
Ativo
Avantis
Amplified
BirdRock
BlackRock
Blueprint
Broxton
Calvert Funds
Camelot
Catalyst
Cognios
Copeland

Cypress
Day Hagan
Dearborn
Diamond Hill
DoubleLine
Eagle Ridge
Eaton Vance
Financial Trust
First Trust
Franklin Templeton
GreenAlpha
HIP
HJIM
Heritage
Huber
Invesco
IQ
iSectors
Ironwood

Kensington
Loudon
Lord Abbett
Lunt
Martin
Matthews Asia
MFS
Navellier
Nia
Nuveen
PIMCO
Polaris
Principal Street Partners
ProShares
Redmond
Russell
Sapphire
Shelton
SignalPoint

SPDR S&P
Sterling
Stoneridge
Summitry
Symmetry
Swan
TCW
Thompson Capital
TIAA-CREF
Toews
VanEck
Vanguard
Virtus Allianz Global
Wasatch
Western Asset
Wilshire
Windward
WisdomTree
Zack's Research

Portfolio Models

Our models are built to address a unique investment objective, supported by a professional investment team and a sophisticated risk management process. Whether an investor’s risk tolerance is conservative, aggressive, or somewhere in between, you can select a model that suits their needs.

Outsource due diligence, planning options, risk mitigation, and portfolio management so you have more time to build and strengthen client relationships.
Model Construction

Select from 200 prebuilt portfolio models from high-quality, recognized model providers, including EQIS itself. Whether an investor’s risk tolerance is conservative, aggressive, or somewhere in between, you can select a model that suits their needs.

Due Diligence & Selection

Each investment manager undergoes initial and ongoing rigorous reviews by our due diligence team and investment committee to ensure they meet our quality and performance standards. Portfolio diversification is achieved through manager selection, blending size, styles, strategies and geographies in pursuit of complementary, low correlation holdings.

UMA Models

Constructed utilizing our proprietary quantitative modeling process complete with rigorous due diligence, capital market allocations, oversight, and rebalancing, the EQIS UMA models are ready to implement.

Dynamic Strategic

Employs a blend of strategic, tactical strategies, and unique hybrid investment strategies. The model allocation is based on the EQIS Capital Market Outlook and allocation process, but includes some money manager strategies that can change asset exposure based on their specific processes and outlooks. Tactical money managers can rotate sectors and asset classes, and/or modify exposure.

Strategic

Features a blend of strategic asset allocation with tactical sub-advisors that focus primarily on sector rotation strategies. The strategy further focuses on specific sector exposure by explicitly overweighting up to four targeted equity sectors based on long term economic expectations. Tactical money managers can rotate sectors and asset classes, and/or modify exposure.

Dynamic Sector

Built to address a unique investment objective, supported by a professional investment team and a sophisticated risk management process. Whether an investor’s risk tolerance is conservative, aggressive, or somewhere in between, you can select a model that suits their needs.

Income

Offers an allocation of primarily income-focused strategies to populate target allocations. The model allocation includes sub-advisor strategies that focus on income. Equity income holdings include large companies that typically generate dividends, as well as exposure in specific sectors and asset categories that have historically generated reliable income.

Strategic Tax-Managed

Offers a concentrated number of institutional sub-advisors chosen for their tax-sensitive mandates and low turnover. Additionally, this new model focuses on national tax exempt and municipal fixed income exposure to further mitigate the impact of taxes. Finally, any rebalancing is performed with a careful determination of risk versus return with an eye toward mitigating the tax impact.

Dynamic Tactical

Offers an allocation of primarily tactical strategies to populate target allocations, and includes sub-advisor strategies that can dynamically change asset exposure based on their specific processes and outlooks. Tactical money managers can rotate sectors and asset classes, and/or modify exposure.

ETF Models

With well over 3,000 individual ETFs to choose from, selecting one ETF over another requires practiced due diligence. Asset class selection, optimization, modeling, allocation, rebalancing, and due diligence take considerable time and expertise. With dozens of ETF Models from ten recognized model providers, portfolios have been tailored to investors seeking a streamlined solution to their investing needs while takin advantage of ETF tax efficiency and lower cost.

Multi-Asset Income

Offers an allocation of primarily income-focused ETFs to populate target allocations. The model allocation is based on the EQIS Capital Market Outlook and allocation process, but includes ETFs and asset classes focused on income.

Strategic Growth

The ETF Strategic Growth model deploys a more classic allocation of strategic ETFs for core domestic and international equity and fixed income exposure.

Strategic Growth + Alternatives

Employs a classic allocation of strategic ETFs for core domestic and international equity and fixed income exposure. It offers a blend of strategic, tactical, and unique hybrid investment strategies.

Fixed Income Only

Offers an allocation of exclusively fixed income ETFs to populate target allocations and is intended for investors seeking a high level of protection or diversification from equity models.

Dynamic

Constructed and managed in line with the EQIS Capital Market outlook and allocation process, the Dynamic model focuses on downside protection with a cost-effective use of ETFs.

Advisor Models

Alternately, you can create custom models from our universe of institutional and boutique money managers for individual investors. For any client mandate or market scenario, you can build an appropriate portfolio for it. Custom models are an option that allow you to design the portfolio personally with the money managers and strategies you feel are best suited for your client.

Fractional Shares

Every investment firm and advisor is talking about fractional shares lately. What are they, exactly? It’s pretty simple: a fractional share is less than one full share of a stock. Rather than a unit of ownership measured by whole shares, it is measured by dollar amounts.

Where do Fractional Shares Come From?

There are several ways a stock can be fractionalized:

  • During a stock split, if shares cannot be split evenly
  • During company mergers, combined stock values may result in some fractional shares
  • Dividend reinvestment programs
  • Some financial institutions offer their clients the option to purchase fractional shares

The Benefits of Fractional Shares

The primary benefit is simple. Fractional shares enable ownership of stock that may otherwise be too costly for the investor to access. For example, one share of the fictional ABC Company costs $5,000. But with fractional shares, an investor can own $100 of ABC Company stock, or just 2% of a share.

EQIS has been leveraging the power of fractional shares technology for over a decade

By trading in dollar amounts rather than share quantities, EQIS investors own individual securities in the percentages and ratios recommended by our money managers. This permits broad diversification across equity styles, asset classes, geographic regions, and philosophies with a smaller portion of the assets normally required to create the same portfolio in whole shares. EQIS’s fractional share technology allows accounts to benefit from a diversified allocation from multiple institutional and boutique money managers with a low account minimum.*

On the EQIS Investment Platform

There are several ways a stock can be fractionalized:

  • Individual investors don’t need to worry about meeting money manager minimums.
  • The integrity of portfolio construction is not compromised due to money manager minimum requirements
  • Fractional share technology enables accounts with $25,000 or more to have a diversified, multi-manager allocation without regard for the normal manager-direct account minimums.

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.

* $25,000 account minimum. Fractional shares are not available at every custodian.

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