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Investment Management

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 changing conditions.

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.

Gary Furukawa
Founder and Senior Partner
Paul Parhar, CFA
Managing Director
Gary Smart, CFA
Partner
Jason Mann, CAIA
Managing Director
Robert Downer
Managing Director
Michael Schneider
Director
Nick Cicero
Partner