Established in 2014 we are a unique independent investment advisory firm. With over 30 years’ experience in the industry we understand the challenges our clients face and have the experience and expertise to help guide them through the complex process of US investing from funds generated in the US and abroad.
Being a fiduciary investment adviser entails always acting in the beneficiary's best interest, with undivided loyalty and utmost good faith. We avoid any conflicts of interest and disclose any potential conflict to clients. We put our clients best interests before our own.
We have more expertise across more market segments than many other US broker in the expat space and have the specialist teams in place to work with our clients through every stage of the customer journey.
We have access to the widest range of markets and investments to create a tailored portfolio solution for your specific circumstances.
Our advice is free, for standalone investments you only pay a annual management fee based on funds invested. All discussions and analysis prior is completely free.
No automated calls, no multiple menus, no robots, speak directly to an advisor immediately who will be your main point of contact throughout.
Financial Freedom are specialist investment consultants, with access to the largest range of market and products. This allows us to find the best financial solutions that meet our clients unique circumstances.
We make an initial assessment to establish your needs and requirements, then openly discuss potential options and the best way in which we can assist you.
We conduct our analysis and research and create a recommendation report. We will then book a meeting or conference call to go through our report in depth.
Should you happy to proceed we will send out all the necessary application forms and investment agreement forms for signing. Once received we will implement the strategy recommended.
We will continue to monitor and analyze your portfolio as part of our ongoing relationship with you, always acting as fiduciary advisers to achieve the best possible outcome.
We are currently in the market for a number of qualified investment advisers both in the US and abroad. If you want to work with an ethical, transparent and professional firm that is fully licensed and regulated please get in touch with us to discuss our proposition.
Financial Freedom Capital Management
780 Fifth Avenue South, Suite 200, Naples, FL 34102, USA
Mo, Tu, We, Th, Fr
8.00am to 5.00pm (EST)
Tel: +1 239-237-0251
Financial Freedom Capital Management LLC is a Registered Investment Advisory firm.
Financial Freedom Capital Management LLC RIA IARD # (Investment Advisor Registration Depository) is 174385.
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