Freedom Investments, Corp.

Freedom Investments, Corp. primarily provides advisory services tied to pooled vehicles and institutional strategies while also making consulting and portfolio review services available to individuals (including high‑net‑worth clients) and corporate/business entities — a mix that is less common for firms in this category. The firm currently reports no assets under management and does not take custody of client funds; its client-facing offerings include non‑discretionary consulting, portfolio analysis, and recommendations of third‑party advisers.

The firm structures engagements around non‑discretionary and project‑based work rather than traditional asset‑based management, providing fund structuring, capital‑formation support, and technology and research development for investment businesses. When engaged to manage commodity trading activity, Freedom acts under delegated commodity pool operator/commodity trading adviser arrangements and limits trading authority to the governed pool accounts under separate agreements.

Freedom’s regulatory registrations as a CPO/CTA and its explicit emphasis on fund structuring, delegated CPO services, and investment technology work distinguish it from many peer investment managers that focus mainly on asset‑based portfolio management. It also commonly recommends or selects other advisers for clients and relies on negotiated and hourly fee arrangements instead of percentage‑of‑AUM billing, and the firm is a small, two‑adviser operation whose principal has substantial outside technology business activities, which may affect resource allocation.