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
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.
Wilshire: Low-Cost Multi-Asset Class Portfolios
Wilshire Global ETF strategies are available on the Freedom Advisors platform and have historically offered consistent returns for investors
Alpha Quant Models
Utilizing enhanced factor analysis and its disciplined investment process, Alpha Quant actively manages models comprised of high conviction equities and targeted factor exposures.
TAMP Partner Selection Checklist
When it comes to finding a truly independent, modern, and flexible investment management platform, there are a number of factors that determine the right choice for your practice. To help you get started, we’ve put together a checklist that outlines … Read More