These days, it takes more diligence than ever to understand all of the nuances surrounding your investment portfolio. We’ve been in the business for almost three decades and we rely on our vetted four-step process and a dedicated team of seasoned professionals to help increase our clients’ probabilities for success. It truly takes a team of experienced professionals to develop the optimal, risk-adjusted asset allocations of our Freedom portfolios. Managed investment account reviews billions in assets to manage each day, we don’t take this responsibility lightly and tirelessly approach portfolio construction from all angles.

300Total combined years of industry experience. 17Average years of industry experience per person. Institutional Research determines the portfolio’s asset allocation, building efficiencies by choosing an appropriate mix of stocks, bonds and alternative investments. Due Diligence searches for, hires and continuously monitors high-quality managers striving to consistently compensate investors for active risk taken. Developing a sophisticated investment solution requires more than a review of past market patterns. When it comes to your financial goals, we help you get from here to there by first assessing forward-looking capital market assumptions. We place a premium on those factors that are most likely to add value to your portfolio because only looking at the past isn’t indicative of your financial future.

These tools move beyond analyzing historical data and help avoid trend-chasing behaviors. The resulting portfolio strategies are developed to reduce the overall risk of your portfolio while remaining in alignment with your overall return goals. Portfolios are constructed by selecting high quality investment solutions that have consistently compensated investors for the risk taken in their portfolio. Each step in the investment process is continuously monitored in an effort to ensure that investment integrity is maintained while providing an institutional quality program that works toward reaching each client’s goals.

Further information on the funds selected for the Freedom portfolios is available by prospectus, which can be obtained through your financial advisor. All investments are subject to risk. Asset allocation and diversification does not ensure a profit or protect against a loss. There is no assurance that any investment strategy will be successful. Past performance is not a guarantee of future results. Indices are not available for direct investment.

Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Capital Market Assumptions are forward looking data and subject to change at any time. There is no assurance that projections will be realized. Variations to capital market assumptions are expected and specific sectors or industries are more susceptible due to their increased vulnerability to any single economic, political or regulatory development. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. All investments carry a certain degree of risk and no one particular investment style or manager is suitable for all types of investors.