Freedom Mountain Investments

Overview

Freedom Mountain Investments is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and family clients, including small-business owners. The firm charges fees as a percentage of assets under management and operates primarily as a single-office, single-state adviser. Investment activity shows a clear tilt toward public equities: the firm's balance sheet is dominated by exchange-traded equities, which it uses as the primary building block for client portfolios. Freedom Mountain is not positioned as an ESG-focused manager and does not act as a pension consultant or related adviser. Given the firm’s size and client base, the investment approach appears customized and relationship-driven. Portfolios are managed on a discretionary basis for most clients, with a minority held non-discretionary. The firm supplements public-equity exposure with external alternative managers in real estate and uses mutual funds where appropriate to provide diversification or access to specific fixed-income or thematic exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices