Freedom Advisors
TAMP for Independent Advisors & RIAs
The most modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service. Freedom Advisors helps you achieve true independence for your advisory practice.
Investors at Risk of Earning Lower Rates on Cash
Investors continue to pour assets into money market funds and other cash instruments. Based on your client’s investment objective and time horizon, fixed income strategies…
Trending
StoneRidge Small-Mid Cap Growth Portfolio
A compelling approach for investors seeking to tap into the growth potential and alpha generation opportunities within the small- and mid-cap universe.
3 Functions to Outsource to Grow Your Advisory Practice
Outsourcing some or all time-consuming and complex business functions to the right partner who knows you and your practice is the quickest and easiest way to scale your practice and free you to spend your time where you can have the greatest impact and make the biggest difference.
Do Business the Way You’ve Always Wanted
You want control over your business to do what’s best for your clients. Having your own turnkey asset management platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.
- Your own brand
- Everything in one place
- Easy to do business
- Expert operations staff
- Wide selection of investments
- Household view
- Modern, secure technology
- Competitive and flexible fees
Everything White-Labeled With Your Brand
Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.
Curated Model Marketplace
Select from 600 pre-built models from 100 model providers.
Custodian Choice
Select from fractional share and whole share custodians.
Democratizing Wealth Management
The value of fractional share investing
Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.
Your Team
It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.
Discover the Speed and Simplicity of the Freedom Advisors Platform
Are you mired in the labor-intensive, time-consuming processes of:
- Opening accounts & completing transfers
- Finding forms & collecting signatures
- Following up to ensure others do their work
- Constructing portfolios
In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
Resources
Nuveen Sector Emergent Markets Portfolio
Capturing Growth Potential with Strategic Sector Focus
Freedom Advisors offers a curated model marketplace in its turnkey asset management platform (TAMP) to hundreds of RIAs and independent advisors.
600
Model
Portfolios
100
Money
Managers
600
Independent
Advisors
What True Independence Feels Like
With Freedom Advisors, you’re in control. Get started today.
Freedom Advisors is proudly powered by WordPress