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We offer portfolio management designed to protect and grow wealth over a long-term investment horizon. We specialize in working with clients who are located in the US and around the world.

Many of our clients are retired US citizens living outside the US or non-US citizens with US investments. For such clients we pay particular attention to currency considerations, taxes, personal finance and apply a global investment program.

 

Investment Process


Freeman Capital Management offers customized portfolio management to meet the specific financial objectives of our clients.

Benefits


• Customized global investment portfolios
• Professional investment guidance based on objective research
• Flexibility – No lock-in periods or contracts
• Personal, comprehensive service regardless of your location in the world
• One-on-one consultations with your Financial Advisor
• Brokerage safety and security: segregated client accounts using a secure login device
• A focused investment strategy
• Ongoing portfolio rebalancing and service

Our Guidelines

• Retirement planning strategies
• US expat tax services
• Global investment portfolios
• Fee only investment advice
• No commissions or sales products
• 100% transparency
• Professional advice
• Peace of mind for your investing

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