Our Portfolios | Freeman Capital

Investments on your terms.

You can build your wealth by supporting companies you love.

Investments on your terms.

You can build your wealth by supporting companies you love.

Personalized investments for every situation.

Your CERTIFIED FINANCIAL PLANNER™ professional can help you build and manage a custom portfolio. They’ll keep you informed on tax implications, market conditions, and recommended actions. It all starts with a friendly conversation about your goals and financial situation.

Take the pledge to invest ethically. (Coming Soon!)

Working with your CERTIFIED FINANCIAL PLANNER™ professional, you can choose to invest in a portfolio that only includes companies you care about and believe in. Choose from eco-friendly, women-led, companies that give back, and more. The choice is yours! 

It feels good to make money on your own terms.

You’re never on your own.

Your investment portfolio is only one piece of the pie. We’re here to help you ensure that your complete financial future is taken care of. You can feel secure knowing that your portfolio is handled, and so is your entire financial plan. 

Personalized investments for every situation.

 
 

Your CERTIFIED FINANCIAL PLANNER™ professional can help you build and manage a custom portfolio. They’ll keep you informed on tax implications, market conditions, and recommended actions. It all starts with a friendly conversation about your goals and financial situation.

 

Start Now

Take the pledge to invest ethically.
(Coming Soon!)

 

Working with your CERTIFIED FINANCIAL PLANNER™ professional, you can choose to invest in a portfolio that only includes companies you care about and believe in. Choose from eco-friendly, women-led, companies that give back, and more. The choice is yours! 

It feels good to make money on your own terms.

Invest Now

You’re never on your own.

Your investment portfolio is only one piece of the pie. We’re here to help you ensure that your complete financial future is taken care of. You can feel secure knowing that your portfolio is handled, and so is your entire financial plan. 

Experience what it feels like to have full financial coverage.

Scroll to Top