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The Freemark SeriesSM of Portfolios are designed to provide high net worth individuals with the benefits of institutional-quality money management achieved through a sophisticated investment discipline. The program offers broad diversification, advanced asset allocation techniques, professional securities selection and dynamic portfolio management within a discretionary managed account.
Each series consists of five actively managed model portfolios with varying objectives from capital preservation to wealth accumulation. The portfolios hold a carefully chosen selection of mutual funds* that encompasses multiple asset classes, investment styles and money managers.
The Freemark program includes four series of portfolios:
Learn more:
- Interactive Investor Profile
This tool can help you assess your objectives and risk tolerance
to determine which portfolio is best suited to your objectives.
- Download Form ADV Part II*
* Mutual fund subaccounts serve as the investment vehicle
in the Freemark Victory SeriesSM of Portfolios |