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The Freemark Patriot SeriesSM offers professional, discretionary investment advisory services that use state-of-the-art technology to provide high quality portfolio management.
The Patriot Series utilizes some of America's most prominent mutual fund families clearing through the Pershing platform, enabling investors to take advantage of a wide selection of mutual funds.
The Patriot 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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