Freedom Advisory provides financial planning and investment management services tailored to individual client needs and objectives. They offer financial planning in areas like retirement, tax, and investment planning. They also provide investment supervisory services on a discretionary basis, giving continuous investment advice and managing client portfolios based on their goals. Their process involves analyzing a client's situation, establishing objectives, formalizing an investment policy statement, implementing the strategy by selecting managers and funds, and ongoing monitoring.

1. At Freedom Advisory, LLC., we understand that each client has
many options when it comes to choosing investments. Therefore,
we believe that it is helpful for investors to have a disciplined and
objective partner who delivers advice based on an intimate
understanding of their needs and objectives.
Freedom Advisory provides Financial Planning and Consulting Services that will focus on the specific
needs and concerns of the client. Financial Planning and Consulting Services may include giving advice on
investment and non-investment related matters (e.g. tax and estate planning/gifting matters on a stand-alone
basis). Financial Planning and Consulting Services are provided to individual clients (including trusts and
estates), pension and profit sharing plans, charitable organizations, corporations and other business entities.
Financial Planning Services include the identification of financial goals and objectives, collection and assessments of all relevant
data, identification of financial problems and formulation of solutions, and the preparation of a financial plan in the form of specific
written recommendations. The services provided by the Advisor will typically focus on one or more of the following areas:
Retirement Planning > The process of determining retirement income goals and the actions and decisions necessary to achieve
those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and
managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.
Tax Planning >The goal of tax planning is to arrange your financial affairs so as to minimize your taxes. There are three basic ways
to reduce your taxes, and each basic method might have several variations. You can reduce your income, increase your deductions, and
take advantage of tax credits.
Investment Planning > The goal of investment planning is to determine the investment mix and policy, matching investments to
objectives, asset allocation for individuals and institutions, and balancing risk against performance. The process is all about strengths,
weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other
tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
Financial Planning and Consulting
Retirement Planning
Tax Planning
Investment Planning
Investment Management
Integrated Investment Management Design
The Process >>> read on.
FINANCIALPLANNINGANDCONSULTING

2. Freedom Advisory provides investment supervisory services on a discretionary basis
defined as giving continuous investment advice to a client (or making investments for
the client) based on the individual needs, goals and objectives of the client. Investment
management services are provided to individual clients, which includes trusts and estates,
charitable organizations, endowments, foundations, corporations and other business
entities. Through this service, Freedom Advisory offers a customized and individual-
ized investment program providing clients advice regarding asset allocation primarily
among managed accounts, institutional mutual funds, ETFs with on-going evaluation
and selection of investments, adjustments and balancing of portfolios.
When executing an asset management agreement for services, Freedom Advisory and/or
the sub-advisor will be granted trading authorization on the client’s account and
discretionary authority to determine the securities and quantity of securities to be
bought and sold, the time of execution and the price at which the trades will be
executed. At the time of executing the agreement for services, the client can place
reasonable limitations and restrictions in relation to the discretionary authority. At
no time will Freedom Advisory ever have direct access to client funds and securities.
The client’s qualified custodian will maintain custody of all funds and securities.
Investment Policy
Asset Allocation
Risk Management
Beta Coefficients
Historical Returns
Duration and Convexity
International Financial Markets
Measuring Return on a Portfolio
Performance Measurement and Attribution
Due Diligence and Manager Selection
Organize
> Conduct analysis of current investment activities relative to future cash flow needs.
> Establish objectives for risk and return.
> Review legal constraints and fiduciary concerns.
Formalize
> Prepare written Investment Policy Statement.
> Analyze optimal asset allocation strategies.
> Consider various manager structures.
> Recommend overall investment strategy.
Implement
> Screen and select money managers and/or mutual funds.
> Negotiate favorable account size minimums and fees with money managers.
> Coordinate custody services.
Monitor
> Provide ongoing supervision of investment program.
> Rebalance asset classes.
> Evaluate managers.
> Evaluate and report performance quarterly.
INVESTMENTMANAGEMENTTHEPROCESS
INTEGRATEDINVESTMENT
MANAGEMENTDESIGN
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