Asset Management

Our investment approach differs from traditional investment management firms; we employ a hybrid approach.

We are not committed to internal or external management in any particular proportion. We complement our internal solutions with a combination of outside managers that provides a level of diversification, insight and perspective that goes beyond what we are able to generate internally. In many cases, we invest across a variety of both traditional and alternative investment classes, letting opportunity guide us.

 

Traditional Asset Management

 

We provide a broad array of traditional asset management strategies that support the customization necessary to satisfy individual client needs. 

 

Alternative Asset Management

 

Freestone is an active and significant sponsor of investment vehicles that invest in non-traditional asset classes - direct real estate, private equity and hedge funds. Our alternative strategies provide a level of diversification that typically would not exist in a more traditional investment portfolio.

Our Experience

Freestone’s investment team provides the size, scale and expertise to manage traditional and alternative investment strategies. Frequently, Freestone’s partners invest alongside our clients with their personal capital. We believe that this is an important differentiator for our firm.

Bonds
Traditional Asset Management

We are focused on preserving our client's wealth. Our fixed income solutions vary from short and intermediate, with a variety of taxable, core blend, and tax-exempt options in a portfolio.

Learn More
Stocks
Traditional Asset Management

Our equity exposure is a blend of internally and externally managed solutions, where we try to ignore market noise and invest in what we believe are quality companies trading at attractive prices.

Learn More
Real Estate
Alternative Asset Management

Our investment team has directly invested in numerous real estate and real estate related assets, including commercial, office, industrial and residential (including manufactured housing communities) across the United States. Our size and broad expertise has provided us the freedom to invest in unique opportunities.

Learn More
Private Equity
Alternative Asset Management

Our clients have exposure to third party investment managers and niche internally managed opportunities.

Learn More
Hedge Funds
Alternative Asset Management

We leverage our internally managed, proprietary stock selection models and our relationships with external managers to construct portfolios we believe are attractive.

Learn More

Ready to get started? Contact a Client Advisor