Insource or Outsource Your Investment Management.
Either Way — You’re Covered!
Our dynamic, open platform delivers the tools, resources, and agility you need to serve your client relationships in a way that makes sense for you.
Second-Party Investment Management™
Freedom Capital Management Strategies® is our innovative platform through which we offer an integrated suite of professionally managed investment solutions. FCMS® delivers scale and efficiency to your practice while elevating your unique value proposition as the institutional investment management arm of your enterprise.
Our platform empowers you to effectively and efficiently manage client portfolios on your own through our comprehensive suite of investment management resources. The platform includes block and model trading, custodial flexibility, access to third-party research, and professional consultation from our investment team.
Peter Murphy | President & Chief Investment Officer
"I'd love to show you how we've built our investment management platform to provide incredible flexibility and high-quality solutions. I can't wait to learn more about you and discover how we can help you achieve your dreams."