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The Freemark Freedom
Series® offers professional,
discretionary investment advisory services that employ
state-of-the-art technology to provide high quality
portfolio management. The Freedom Series is designed for
investors who seek an approach that is highly responsive to
fluctuating market conditions.
The
Freedom Series utilizes the
Federated Family of Funds,
Franklin Templeton Funds,
Waddell & Reed Advisors Funds,
Ivy Funds and
Oppenheimer Funds
independently as the basis for creating portfolios that suit
varying investment objectives.
The Freemark Freedom Series®
consists of five
actively managed models that cover a wide spectrum of
objectives. These broadly diversified portfolios are designed to
provide effective investment solutions for a variety of
investors.
Minimum Investment: $100,000
Learn more:
- View Model
Portfolio Objectives
- View Sample
Allocations
- 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*
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