Freedom Advisors includes a variety of fixed income models across the quality and duration spectrums
How Do You Rank Among Your Peers?
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
A Financial Advisor’s Guide to Digital Marketing
Find out the 5 critical marketing strategies you need to grow your client base
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
Zacks Investment Management
Putting its deep research experience into action, Zacks created a suite of investment models that span the risk spectrum
What About Personalizing the Experience for Advisors?
The best way to deliver greater personalization for consumers is to personalize the experience for advisors, right? See how having the right platform can help you do just that.