Does investment management weigh you down?
Do you have the right TAMP?
Do you have the right TAMP?
We solve the common problems advisors face with investment management through an intimate understanding of your needs.
The Power of Time
Do you struggle with time due to juggling multiple roles, leaving less time for your clients?
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You Gain Time Back
FCMS empowers you to reallocate unoptimized time spent on investment management back to growing and enhancing your relationships.
Trusted Partnership
Do you worry about losing control and diluting your value proposition if you work with a TAMP?
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We Serve You
FCMS takes a partnered approach and becomes part of your team to help you deliver best-of-breed investment strategies without typical constraints.
Brand Integrity
Do you worry about diluting your brand when outsourcing investment management?
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Your Brand Is Center Stage
Your brand stays front and center with your relationships. Your brand is featured so that your clients know that the value they receive comes directly from you.
Ready for a true partnership? If not now, when?
Exploring Freedom Capital Management Strategies
Second-Party Investment Management
Help clients reach their dreams with proven, highly-differentiated investment strategies focused on quality and supported by an industry-best investment management team. Our Built By and For approach keeps you at the center of your relationship's attention while we support you with best-in-class research and portfolio management - saving you time and resources.
"As an independent advisor, there are a tremendous number of responsibilities you have. From financial advisor and planner, to Chief Executive Officer, Head of HR, and the list goes on."
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Simplify Your World with Second-Party Investment Management
See the difference between how average and high-performing advisors allocate their time, and the crucial impact of investment management. Better understand the differences between second-party investment management and the role of traditional TAMPs. Get to know the philosophy behind FCMS and how a relationship-centric approach has positively impacted advisors coming from both self-managed strategies and other TAMPs.
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Members Overwhelmingly Choose FCMS for Investment Management
Over 85% of our members choose FCMS for their investment management, not because they have to, but because they are drawn to the exceptional quality and strong relationships they share with our dedicated team. 
Collaborative Team
Focus on your relationships while our CFAs handle research, portfolio management, and provide a professional investment committee to deliver top investment strategies without typical constraints.
Comprehensive Solutions
Serve a wide range of clients with different objectives. We help you craft personalized portfolios for your clients through our curated suite of professionally managed investment strategies.
Elevation of Advisor's Brand
Your brand is center. As part of your team, everything produced, communicated, or shared is branded with your enterprise, ensuring your relationships recognize the value of your relationship and expertise.
Everything You Need to Serve the Goals & Dreams of Your Relationships
Our comprehensive investment platform delivers the solutions you need to serve your client relationships without the burden of being overwhelmed by choice and "selling" third-party investment managers.
Managed Accounts | Private Wealth Solutions | Retirement Plans | Custom Portfolio Solutions | Variable Annuity Models | Away-Held Asset ModelsAlways In Pursuit of Building and Serving Relationships
The things that matter most to you also matter most to us. We invest ourselves in your personal and professional goals to help you flourish and reach your dreams. This is what drives us, so every member of our team digs in and helps put you in a position to succeed and achieve your goals.
We Believe In a Servant Leadership Culture
We prioritize the needs of our Member Partners and focus on service to others to create a positive and supportive community of leaders. Our goal is to make a positive impact in everything we do.
Our StoryWe're Small & Mighty by Design—Privately Owned
We are a privately owned enterprise that prioritizes the well-being of our Member Partners and stakeholders. We’re empowered to make decisions that align with our mission, values, and community.
Our DifferenceWe Are an Advisor's Partner for Long-Term Growth
We are proven partners in helping advisors grow their practice, as evidenced by our Top 5 ranking in Financial Planning's IBD Elite Survey for highest advisor growth in 2024 and our 7th place ranking in advisor payout by InvestmentNews in 2024.
Gain Back Your Time and Simplify Your World
We invite you to explore what Freedom Capital Management Strategies has to offer and how it can elevate your enterprise brand and value proposition.