Investment Management

At Freestone, we work with each client to construct a diversified portfolio based on the individual's unique objectives and risk tolerance. Through our experienced investment management team, broad resources, and investment capabilities, we integrate both internally and externally managed investment solutions in traditional asset classes and, for qualified investors, alternative investment strategies as well. While our primary consideration is the specific circumstance of each client, we are always guided by the following four mandates:

01 |
Stay Wealthy – Simply put, we believe reducing risk is more important than short-term performance.
02 |
Be Rigorous – Our responsibility is to provide clients with investment solutions that are objectively credible and appropriate for each client.
03 |
Be Flexible – We view neither proprietary nor external investment solutions as superior. We will utilize both when appropriate.
04 |
Be Independent – We are not afraid to be contrarian or seize opportunities when we have high conviction.