Our Services

Freedman Capital Advisors, LLC provides two types of investment advisory services on behalf of its clients: discretionary portfolio management and comprehensive financial planning. While the scope of each service offering is different, both are intended to fulfill the same primary objectives:

  • help investors gain more control over their financial affairs
  • empower clients to make informed decisions regarding their financial futures.

Unlike some other investment advisors, we believe part of our mission to educate and inform our clients. In our opinion, a knowledgeable client is not only able to more precisely articulate his/her specific financial needs, but also able to make more confident investment decisions. When the financial markets are in flux, or short-term portfolio performance suffers from transitory cyclical factors, an intimate understanding of a well-defined investment strategy helps our clients get to sleep at night.

Portfolio Management

Freedman Capital Advisors, LLC does not believe in a “one-size-fits-all” approach to wealth management. As such, clients have the opportunity to not only receive continuous investment advice tailored to their specific financial objectives, but also utilize the services of an experienced money management professional to implement and supervise the successful execution of the investment strategy.


Our disciplined approach to wealth management is intended to support every aspect of your household’s/organization’s financial goals, and is suitable for investment portfolios of all sizes. As such, we’re confident that you will be pleased with the consistency and flexibility of our wealth management services.  Our collaborative approach and technology-enabled processes allows our clients to gain access to quality investment advice that has traditionally been reserved for those who have accumulated more substantial assets.


The only compensation we receive for portfolio management services is directly from our clients. Consequently, we’re not conflicted by sales incentives/commissions that are commonly offered by financial product sponsors and we’ll never hit you with any hidden fees.


Please give us a call if you’d like to learn about our portfolio management services.

Financial Planning and Investment Consulting Services

  

Freedman Capital Advisors, LLC also provides investment advice in the form of a Financial Plan. Financial planning typically involves providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their specific individual needs. In general, the financial plan may address any or all of the following areas of concern:

  • Investment strategies
  • Cash flow/budgeting
  • Educational funding 
  • Retirement
  • Death and disability

Following a personal consultation, financial planning services offered by Freedman Capital Advisors, LLC typically includes a written assessment that not only analyze a client's current financial situation, but also provides him/her with a detailed financial plan designed to achieve his/her stated financial goals and objectives. If requested, assistance with implementing the strategies within the written assessment may be provided as well.


In addition, some clients require advice on a finite aspect of the management of their financial resources and/or investment portfolio. For these clients, Freedman Capital Advisors, LLC offers general investment consulting services that address only those specific areas of concern.