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Asset Management

Our primary investment objective is to simplify our clients' financial lives and provide peace of mind by investing assets in a rational and responsive way. 

Freestone employs a hybrid approach to investment management.  We are not committed to internal or external management in any particular proportion.  Instead, we use a combination of managers that gives us access to our highest conviction opportunities. 

Our investment approach differs from traditional investment management firms.  We believe the benefits to our approach are many:

  • Investments with external investment managers provide a level of diversification, insight and perspective that goes beyond what we are able to generate internally.
  • Our internal investment team is at the ground level making investment decisions on our proprietary internally managed strategies. 
  • We believe this provides us with the ability to recognize and act on certain market inefficiencies ahead of the crowd.
  • Our close relationships with our external managers presents us with opportunities to invest alongside them in investment opportunities that we would not otherwise have access to.