Hartford, Connecticut, September 29, 2023 – Freedom Advisors, a turnkey asset management platform (TAMP) for independent advisors, announced today that it has renamed its registered investment adviser EQIS Capital Management, Inc. (EQIS) to Freedom Investment Management, Inc. to better reflect its comprehensive platform and investment solutions and focus on helping advisors achieve true independence.
EQIS was launched in 2003 and over the past 20 years has refined its offering to encompass a complete portfolio management solution, modern technology, extensive outsourcing of operations, and embedded support to free financial advisors to do what they do best. Last year marked a notable evolution for the firm, announcing its newly formed parent company Freedom Advisors Group LLC, as well as the acquisition of registered investment adviser 3D/L Capital Management, LLC (3D) and launch of a powerful new technology platform as the backbone of its turnkey portfolio management solutions.
“Everything we do is centered around the advisor and how we can help them run efficient practices and deliver superior outcomes for their clients. That’s why we use ‘Freedom’ in the name,” said Bob Herrmann, Chief Executive Officer of Freedom Advisors. “Renaming EQIS to Freedom Investment Management as we integrate the 3D business allows us to have consistent branding across our businesses and helps convey our values and message.”
The firm’s investment philosophy and solutions will continue to provide choice and objectivity, allowing advisors to select from an expansive model marketplace with over 600 models from 100 model providers.
About Freedom Advisors
Freedom Advisors is a boutique turnkey asset management platform providing a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and seek to deliver superior outcomes to their clients. Freedom Advisors connects advisors with high-caliber institutional and boutique money managers, both strategic and tactical, that have formerly been accessible to only the wealthiest investors. Offering a personalized, concierge-style client experience featuring rapid responses, strategic guidance, and market intelligence, Freedom Advisors empowers and frees financial advisors to do what they do best. For more information visit https://freedomadvisors.com.