Freedom Institution proudly offers a full range of investment services to suit your needs. Our in-house investment experts are highly qualified with over 20 years of experience, and can help you meet your financial objectives.
We pride ourselves in offering you excellent service and expertise, catered to your investment needs.
Set up an appointment with one of our investment experts.
The Freedom Institution Way
Our investment experts will give your portfolio and financial goals the full attention they deserve. With years of succcessful investment experience, we work closely with you to meet both short-term and long-term goals, while staying within your risk guidelines.
And we understand that no two investment portfolios are the same. We work hard to understand your full financial picture, your objectives, and your risk tolerance. From there, we design a personalized investment plan just for you.
Whether we're just offering suggestions, or designing a complete financial plan, you always have the ability to accept or reject our recommendations along the way. That way, we can ensure that you have a financial plan that is as comfortable for you as it is personalized.
Our Common Investment Duties Include:
- Researching investments
- Recommending investments
- Choosing investments for you
- Holding securities
- Monitoring performance
- Managing assets in your absence
- Working with your other advisors
- Collecting/distributing investment income
- Buying and selling securities
- Reporting on investments
- Providing details of all transactions
- Keeping tax and accounting records
- And more