MANAGED ACCOUNTS

Managed accounts are accounts on which FREEDOM CAPITAL  has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the day-to-day investment decisions to FREEDOM CAPITAL. FREEDOM CAPITAL  has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account.

After a thorough analysis of our client’s financial situation that will include an assessment of the risk profile and personal circumstances, FREEDOM CAPITAL   sets up an individually structured investment portfolio that will be consistent with our client’s expected return and risk tolerance.

Clients who have managed accounts with FREEDOM CAPITAL are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in the long-term risk-adjusted returns we have been able to achieve.