As a financial advisor, your business owner clients often serve as retirement plan sponsors. Now is an opportune time to engage industry retirement plan experts to conduct a thorough plan evaluation for your clients. https://lnkd.in/eQZennec
About us
Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. 🔹 Do business the way you've always wanted 🔹 Have everything white-labeled with your brand 🔹 Select from 600 models from 100 money managers including our proprietary EQIS and 3D models 🔹 Eliminate the need for operations staffing with our operational support team To learn more about Freedom Advisors, visit https://freedomadvisors.com or call us at 800-949-9936. View Our Social Media Use and Guidelines: https://pages.freedomadvisors.com/social-media-use-and-guidelines
- Website
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https://freedomadvisors.com
External link for Freedom Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Hartford, Connecticut
- Type
- Privately Held
- Specialties
- Turnkey Asset Management Platform, Investing, Wealth Management, Financial Advisory Technology, and Financial Advisory Practice Management
Locations
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Primary
Get directions
100 Constitution Plaza
Fl 7
Hartford, Connecticut 06103, US
Employees at Freedom Advisors
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Jim Brown
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Jonathan Shiffer
Chief Investment Officer at Freedom Investment Management Accomplished Investment & Portfolio Management Executive | Process Improvement Expert |…
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Ellen Montwori
Financial Services Operations Manager | Quality Manager | Vendor Manager | Virtual & On Site Call Center Leader
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Lee Chertavian
Operating Partner at Long Ridge Equity Partners
Updates
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What turnkey asset management platform is the right fit for you? https://lnkd.in/eX4jzQwb A number of powerful, undeniable factors continue to drive advisor demand for a truly independent, modern and flexible investment management platform.
What Turnkey Asset Management Platform is the Right Fit for Me?
blog.freedomadvisors.com
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If your clients are considering allocating to an income portfolio or buying dividend-paying stocks, it is important to be aware of the major advantage and disadvantage of dividend income. https://lnkd.in/eprBUqyJ
Dividends: The Good and the Bad
blog.freedomadvisors.com
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In light of the current disconnect between consumer sentiment and economic reality, your clients may benefit by adopting these strategies to navigate this uncertainty effectively. https://lnkd.in/eQw9NCc7
Consumer Sentiment Disconnect From State of the Economy Presents Opportunity
blog.freedomadvisors.com
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Have the billing blues? Incorporate these strategies to personalize fee schedules and automate billing: https://lnkd.in/ebQZR_Hm
6 Strategies to Personalize Fee Schedules and Automate Billing
blog.freedomadvisors.com
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Stay in cash and risk drop in rates? https://lnkd.in/eJQq28Vr
Investors at Risk of Earning Lower Rates on Cash
blog.freedomadvisors.com
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Access premier investment managers historically out of reach for all but high net worth investors. https://lnkd.in/ew8YxyYa
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Restructuring a fixed income portfolio’s duration ⏳ can be an effective strategy for managing interest rate risk and improving overall portfolio performance. Here are some 🗝️ key steps to follow when considering a fixed income portfolio’s duration: https://lnkd.in/e-FrYCfA
5 Steps to Restructuring Fixed Income Portfolio Duration
blog.freedomadvisors.com
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Easily evaluate potential TAMP partners with our 30-factor partner selection checklist ✔ https://lnkd.in/eweeFz_F
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100% Systematic Strategy for Long-Term Capital Appreciation ➡️ https://lnkd.in/ejRkAUxD Fueled by a combination of active and passive strategies, the Catalyst/Millburn Hedge Strategy Fund is an investment vehicle crafted for long-term capital appreciation.
Catalyst/Millburn Hedge Strategy Fund | Freedom Advisors
pages.freedomadvisors.com