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Strategies Designed to Help You Connect Wealth & Dreams

 

Access personalized investment solutions for individuals and businesses, expertly curated by our Investment Management Team. Our second-party investment management platform provides your clients access to institutional-caliber strategies and solutions so you are empowered to serve their needs with confidence.

Graphic of Founders Financial FCMS Freedom Strategies including, Freedom Foundation, Freedom Dynamic, and Freedom Alternative

Freedom Strategies®

Through our diversified offering of strategic, dynamic, and alternative investment strategies, we tailor portfolios based on the unique goals, preferences, and risk tolerance of each client.

Freedom Foundation®

Long-term, strategically managed portfolios providing globally diversified exposure to capital markets

Freedom Dynamic®

Active strategies seeking to add value through active asset allocation, stock selection, or risk mitigation

Freedom Alternative®

Alternative strategies providing exposure to non-traditional asset classes and investments

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Liberty Portfolios™

Our holistic, outcome-focused portfolios align with the phases of your client's financial planning journey. Liberty Portfolios are constructed through a core and satellite approach that provides enhanced diversification while offering varying degrees of risk based on your personal preference.

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Holistic graphical representation of Founders Financial FCMS Private Wealth Solutions five-step approach

Private Wealth Solutions

A comprehensive offering that delivers your relationships with a highly customized portfolio design and private client service supported by you and a portfolio management team.

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Financial advisor sitting at office desk looking at Founders Financial FCMS Freedom Independence Brochure on laptop computer

Freedom Independence Plan™

Our turnkey retirement plan platform provides you with the capability to serve the unique needs of businesses, owners, and employees. You are able to provide a dedicated team of professionals and service providers to support clients in carrying out their responsibilities as a plan fiduciary.

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Learn More About How We Serve Advisors

Learn More About Our Investment Strategies

Get the highest-quality investment strategies for your clients and help them connect their wealth to their dreams

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