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Is a Fixed Annuity Right for You?

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and objectives that must match those of the investor, and fixed annuities are no different. Although fixed annuities have become more popular in light of the recent financial turmoil and the carnage it has left behind in retirement accounts, investors should still take care in considering whether they are best suited for them. As economic...

How to Choose an Investment Advisor

With the proliferation of investment and personal finance websites, investors have access to a boundless number of resources and tools once only available to financial professionals. And, while an increasing number of investors consider themselves to be at least somewhat self-directed in their investment decisions, the ever expanding world of investments and the increasing complexity of the financial markets require much more than a part-time approach to planning.  With so much at stake, it...

We put our clients’ interest first. 

Our Relative Strength Portfolio Strategy is positioned to be in the top performing areas of the market. 

We adjust holdings when the leadership changes.

 

  • Top Down Market Approach
  • Relative Strength Portfolio Construction
  • Definable Investment Process
  • Client Focused
  • Client Involvement
N

Stocks and Options

N

ETFs and Mutual Funds

N

Group Retirement and Savings

N

IRA, 401K and Rollovers

N

Bonds

N

Simplified Employee Pension Plans

N

Annuities

N

U.S. Treasuries Securities

N

Qualified Retirement Plans

Portfolio Growth Starts Here.

(415) 236-5364

guy@freedomcapitalmanagement.com

Advisory services offered through Freedom Capital Management, Inc.

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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.

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