Investment Bank/Securities Brokerage - Fort Lauderdale, FL, US
Administrative Assistant & Marketing Specialist
Freedom Advisory is a registered investment advisor with offices in San Juan, Puerto Rico and Fort Lauderdale, Florida. We provide investment advisory services based on the individual needs, goals and objectives of the client. Investment management services are provided to individual clients, which includes trusts and estates, charitable organizations, endowments, corporations and other business entities. Through this service, Freedom Advisory offers a customized and individualizedinvestment program providing clients advice regarding asset allocation primarily among managed accounts, institutional mutual funds, ETFs with on-going evaluationand selection of investments, adjustments and balancing of portfolios.Rules of investing includes the relationship of risk to reward, diversity, consistent accumulation, compounding wealth and the need to emotionally detached from the daily market fluctuations.
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