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Investment Management

Our dynamic, open architecture platform delivers the tools and resources you need to serve your clients.

Managing Portfolios on Your Own

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.

Second-Party Asset Management™

Freedom Capital Management Strategies® (FCMS) 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.

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Third-Party Management

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

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