Advisor Services
At Freestate, we know each client has unique objectives. We appreciate your needs and constraints, and we use them to guide individual financial solutions and investment strategies. We take our fiduciary responsibility seriously, and we leverage our finance and business experience to provide the best service we can for each person.
Freestate Advisors will discuss your financial goals with you and design a strategy to help you achieve them, all the while considering your risk tolerance, time horizon, tax sensitivity, and much more.
SmartRisk Managed Account Strategies
Freestate SmartRisk strategies are discretionary portfolios actively managed with market risk and opportunity in mind. We measure conditions using a set of proprietary, long-term and short-term indicators. The SmartRisk strategies utilize diversified ETFs and manage for more growth exposure when risk is low, and more protection when risk is high.
Focused Managed
Account Strategies
Freestate Focused strategies are discretionary managed portfolios designed to exceed long-term benchmark performance using diversified ETF’s. Assets are allocated based on strategic objectives and adjustments are considered quarterly based on business cycle conditions and market opportunity.
Personalized Portfolio Strategies
Freestate Personalized Portfolios are non-discretionary strategies that we implement with careful client involvement. We work with the client to design portfolios based on individual needs, and we review and reassess those allocations regularly. These strategies are not managed on a schedule driven by market events but by client meetings. These portfolios use diversified mutual funds and ETFs and may also include individual stocks as requested by clients.
Retirement Plan Services
Freestate will work with retirement plan sponsors to design, monitor, and manage
retirement plans, with both fiduciary and non-fiduciary services including:
Investment Policy
Statement Preparation
Investment
Monitoring
Non-Discretionary
Investment Advice
Default Investment
Alternative Advice
Investment Selection
Services
Participant Education
and Enrollment Support
Investment Due
Diligence Review
Benchmarking
Freestate does not serve as administrator or trustee of retirement plans.
In addition, we do not act as custodian for any client account, nor do we have
access to client funds or securities (with the exception of some accounts
having written authorization from the client to deduct our fees).