Freestone’s investment model is designed to be less dependent
on rising stock markets to generate positive returns. We believe our hybrid
approach to asset management gives our clients the best chance of successfully
reaching their financial goals.
Hands on internal investment management giving us a ground level view of
what is happening in the financial markets so we can identify and adjust to
Intellectual leverage from our close relationships with our trusted external
investment managers. In working closely with our external managers, we periodically
identify attractive investment opportunities and we invest side by side with
our external managers in a direct managed account. Typically, this provides
us with various benefits, including greater transparency and lower costs.