As Freedom Financial Partners (FFP) has rapidly grown over the past few years, we continue to look for resources that allow us to provide a higher level of service to our clients. The bar is extremely high for us as to who we will partner with. We value what we do for clients on a day-to-day basis and want partners that can relate to that client-centric approach of doing business.
We have been evaluating investment consulting firms that would add further depth to our investment research and asset allocation efforts. We do not feel like we need to make wholesale changes to our investment management and research platforms, but want to continue building infrastructure and adding resources that will allow us to provide that higher level of service to clients.
We met with numerous investment consulting firms and found one that clearly stood out. Fiducient Advisors (Fiducient) quickly understood the direction we want to go with our investment platform and had the resources to support us. Their team of over 180 professionals, including over 30 Chartered Financial Analysts (CFAs), will be consulting with us on various aspects of our investment platform including portfolio construction, asset allocation, manager due diligence and private investments. FFP will retain full control of all investment decision making and execution. We believe this partnership will allow our advisors to shift more of their time toward our clients and helping them with values-based financial planning as well as implementing custom investment solutions.
This is a big investment in the infrastructure of our firm, and we are excited about the additional capabilities that our partnership with Fiducient will provide for our clients. For more information about this partnership, please visit our Frequently Asked Questions by clicking here.
Investment advisory services offered through AdvisorNet Wealth Management.
Freedom Financial Partners and AdvisorNet Wealth Management are separate entities.