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The Freemark Liberty SeriesSM
offers professional, discretionary investment advisory services
that use state-of-the-art technology to
provide high quality portfolio management.
The Liberty Series utilizes some of
America's most prominent mutual fund families through the
Charles Schwab OneSource
platform, enabling investors to take advantage of a wide
selection of mutual funds.
Charles Schwab OneSource provides access to
over 1,100 funds from more than 135 of America's most
prestigious fund families. Freemark's unique proprietary
investment strategy extracts the most appropriate funds from the
OneSource universe of no-transaction fee funds. Some of the fund
families represented include Alliance, Federated, Gabelli,
Goldman Sachs, Janus, Oppenheimer, Prudential, and Van Kampen.
With more than 11,000 different mutual funds
in the marketplace, the Freemark Liberty SeriesSM
offers an innovative approach to investing by combining a range
of investments from many different fund families into one
portfolio.
The Liberty Series consists of
five actively managed models that cover a wide spectrum of
objectives. These broadly diversified portfolios are designed to
provide effective investment solutions for a variety of
investors.
Minimum Investment: $100,000
Learn more:
- View Model
Portfolio Objectives
- View Sample
Allocations
- Interactive Investor Profile
This tool can help you assess your objectives and risk tolerance
to determine which portfolio is best suited to your objectives.
- Download
Form ADV Part II*
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