Many advisors are anchoring client portfolios in a core model holding they will never have to defend, and that is a broad-based equity market model that is low fee.
Freedom Advisors Adds 84 Model Portfolios
In response to advisor interest, we are adding 84 model portfolios across all asset classes, sizes, styles, geographies, and structures from 8 popular asset managers.
Fixed Income Models in High Demand
Freedom Advisors includes a variety of fixed income models across the quality and duration spectrums
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Find out how your independent investment advisory practice measures up in size, growth rate and efficiency
Main Management Active Sector Rotation
This strategy is managed in a tax-aware manner from the top down, primarily using passive sector and industry-based ETFs, paired with a bottom-up approach focusing on fundamentals, valuations and industry trends.
Henry James International Management
This boutique equity manager provides specialized strategies for global, international and foreign investments
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BlackRock
Freedom Advisors features several popular BlackRock model series offering 50 model portfolios
Investors Want to Know Their Advisor Is in the Driver’s Seat
The more the investor sees the advisor’s brand, the more comfort they will take from knowing the advisor is in control.
Capital Group/American Funds
Freedom Advisors offers 17 American Funds mutual fund models on its platform in five distinct categories