FREEDOM ONE INVESTMENT ADVISORS

Freedom One Investment Advisors provides advisory sand consulting services to qualified plans.  Providing investment advisory services since 1995, we are uniquely qualified to act as advisor and co-fiduciary to your plan.  Freedom One:

 

• Is a SEC Registered Investment Advisor.  Our unbiased selection and rigorous standards ensure high quality, low cost investment options for your plan participants.
   
• Contractually accepts the role of an ERISA 3 (38) investment manager and plan fiduciary.  In doing so, we are able to remove virtually all investment related plan sponsor's fiduciary responsibilities, including their personal liability and legal exposure.
   
• Utilizes an 'Open Architecture' model.  This allows us to select a full spectrum of asset classes and 'Best in Class' mutual fund managers from the entire investment universe.
   
• Is a 'Revenue Neutral' provider.  We retain no 12b-1 fees or revenue of any kind from the funds we recommend.  Any revenue received is automatically credited to your plan assets.

 

OUR INVESTMENT ADVISORY SERVICES

 

As a fiduciary to your plan, we are subject to the guidelines established by ERISA.  We ensure these responsibilities are met and communicated to you in a transparent manner by emphasizing a regular, thorough, and well documented due diligence process.  This process allows you, as plan sponsor and fiduciary, to easily fulfill your key fiduciary responsibilities.  These include documenting and monitoring performance of the funds and the fees charged.  We:

 

• Draft and maintain the Plan's Investment Policy Statement (IPS).  This outlines the investment selection and monitoring process.  We work diligently through constant monitoring to ensure adherence.
   
• Manage the process for hiring and monitoring your money managers.  This includes the development of investment guidelines, objectives, minimum performance standards, qualitative analysis, and implementation of risk management controls.
   
• Provide suitable investment options.  We have created the Managed Account Portfolios (MAPs) for investors with varying levels of risk tolerance and retirement goals.
   
• Prepare and present regular comprehensive fiduciary investment reviews.  This process measures absolute and relative performance of each money manager, reports on progress of current investment strategies, and makes appropriate recommendations for changes to managers or asset class selection.