Skip to content

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.

Explore Second-Party Investment Management
Founders Financial custodial partners including, Axos Advisor Services, Charles Schwab, and Pershing

Advisor-Managed Portfolios

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.

Let's Connect

Third-Party Asset Management

We have established relationships with leading third-party asset managers to support you in serving the diverse investment needs of your clients.

Let's Connect

Learn More About How We Serve Advisors

Is your approach to investment management living up to your expectations?

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."

Connect & Learn More
Peter Murphy, President and Chief Investment Officer Founders Financial
Back to top Skip to Navigation