Portfolio Management

We offer portfolio management designed to protect and grow wealth over a long-term investment horizon.

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Tax Planning

Freeman Capital Management spe­cial­izes in pro­vid­ing high quality tax ser­vices to American expa­tri­ates. 

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Financial Planning & Consulting

We provide consulting services on a project basis.

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UK Pension Transfers to QROPS

QROPS offer some significant advantages.

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Freeman Capital Management

Freeman Capital Management specializes in providing the education and advice that enables our clients to make the best financial decisions. We tailor our expertise to your needs and situation, creating for you the least complicated and most cost effective ways of moving you towards your financial goals.

As a US registered investment advisor, Freeman Capital Management LLC is committed to providing honest, highly personalized, quality wealth management services for expatriate and international investors. Our experience and scientific approach to wealth preservation and appreciation is at your disposal. We provide one-on-one advice to help you clarify your goals and help you to choose the best investment approach to match your needs and investing style.


Our services include

  • Management of Individual Retirement Accounts (IRAs) and business retirement plans
  • Professionally managed Portfolios of Exchange Traded Funds (ETFs)
  • Educational savings accounts
  • 401 (k) plans and Roth IRAs
  • Common stocks
  • Qualifying Recognised Overseas Pension Scheme, or QROPS
  • US Tax Preparation and FBAR (Foreign Bank Account Reporting for US citizens) FinCEN
  • Portfolio analysis and evaluation

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