Portfolio Management
Freedom Capital Management is proud to work with hardworking entrepreneurs, retirees, and young adults with their wealth management. We are dedicated to providing investment management and strategic wealth planning. We strive to be our client’s most trusted advisor.
Relative Strength Strategy
Value money managers stay the course even when Growth is outperforming, and Growth managers do the same when Value outperforms. Small-cap managers stay invested in Small-cap stocks even when Large-cap stocks are leading the way. And Large-cap managers do the same when Small-caps outperform. We take a different approach.
Our Portfolio Strategy uses Exchange Traded Funds (ETFs) and individual stocks to invest in the areas of the market that are outperforming and to adjust when the leadership changes. Our goal is to be in the right place at the right time by measuring the relative strength of the different sectors of the markets.
What you need to know about us.
Why we choose Interactive Brokers as your custodian.
Interactive Brokers has transparent, low commissions and financing rates, support for best price execution, and higher interest paid on cash minimize your costs to help you maximize your returns. Providing Lower Costs and Higher Revenue.
Why we use tax loss harvesting.
In taxable accounts, it is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining an optimal asset allocation and expected returns.
We want to understand your goals.
What are you trying to accomplish?
What are your goals, dreams and aspirations?
What regarding your investment/finances/retirement concerns you the most?
Do you feel like you are currently accomplishing your goals?
What do you think the next step will be?
Retirement
Savings
Insurance
Home and Mortgage
College
Cash Flow
Credit
- How long will it take to pay off my credit card(s)?
- How long until my loan is paid off?
- What would my loan payments be?
- What is the balance owing on my loan?
- Which is better, cash up front or payments over time?
- What is the impact of making extra debt payments?
- Should I pay off debts or invest the money?
Paycheck and Benefits
Portfolio Growth Starts Here.
(415) 236-5364
guy@freedomcapitalmanagement.com
Advisory services offered through Freedom Capital Management, Inc.
Custodial services at Interactive Brokers, LLC.
Member FINRA / SIPC Freedom Capital Privacy Policy
The information included herein was obtained from sources which we believe reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us for the purchase or sales of any securities or other financial instruments. There is no assurance that the Relative Strength Portfolio Strategy or any investment strategy will be successful.