At Freestone, we do everything with
trust, passion and freedom from the herd.
As a 100% employee-owned wealth management firm, we have an unwavering focus on the success of our clients. Our belief is simple: Clients come first. This belief drives everything we do.
Why We’re Different
Many firms specialize in either Wealth Management or Investment Management. We combine both services to provide each client with a customized plan specifically tailored to meet their financial goals.
Freestone was initially formed to manage the capital of its founder, who remains one of the firm’s largest clients. Because of this, our investment culture is different from firms that focus only on allocating assets to ETFs, mutual funds, stocks and bonds. We invest across a variety of both traditional and alternative asset classes, letting opportunity guide us. Our investor mindset paired with our knowledge and expertise creates unique investment strategies only available at Freestone.
Freestone's investment professionals are compensated, in part, based on the performance of investments they manage. This creates a powerful alignment of interest between our investment professionals and our clients. Frequently, Freestone’s partners invest alongside our clients with their personal capital.
Some Wall Street firms are not fiduciaries for their clients. Instead, those firms are simply required to recommend investments that are "suitable." This is a subtle but significant difference, and Freestone is proud to operate as a fiduciary for our clients.
Our Client Advisor and senior investment teams average over 20 years of experience. Many of them earned advanced degrees from premier universities and hold respected industry certifications and designations. Our Client Advisor's broad industry and business experience provides the background to understand the issues our clients face.
Freestone's senior investment team members have a multi-disciplined investment background that includes investment banking, hedge funds, real estate, commodities and trading,
Have you thought about
how to increase your cash flow in retirement?
how your charitable giving can lighten your tax burden?
how your assets will be passed on to the next generation?
the right time to exercise your corporate stock options?
if you’re fulfilling your obligations as a fiduciary trustee?
how to maximize your existing assets in retirement?
the benefits of converting your individual retirement (IRA) account to a Roth IRA?
reviewing your insurance to ensure you have the proper coverage?
how an Advisor can help you start your business?
simplifying your investment portfolio to remove additional stress?
Things to consider
Erik Morgan recognized by Barron's as a Top Independent Financial Advisor
The Sleeping Giant of Inflation May Be Awakening. What Does This Mean?
Understanding Long-Term Care Insurance
Freestone Increases Presence in Portland
Dream big, but first get a job: Four Lessons for Recent Grads
Announcing the Five Freestone Future Leaders Scholarship Recipients
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