As a 100% employee-owned wealth management firm, we have an unwavering focus on the success of our clients. Our belief is simple: Clients come first. This belief drives everything we do. Many firms specialize in either Wealth Management or Investment Management. We combine both services to provide each client with a customized plan specifically tailored to meet their financial goals.
Freestone was initially formed to manage the capital of its founder, who remains one of the firm's largest clients. Because of this, our investment culture is different from firms that focus only on allocating assets to ETFs, mutual funds, stocks and bonds. We invest across a variety of both traditional and alternative asset classes, letting opportunity guide us.
Freestone was initially formed to manage the capital of its founder, who remains one of the firm's largest clients. Because of this, our investment culture is different from firms that focus only on allocating assets to ETFs, mutual funds, stocks and bonds. We invest across a variety of both traditional and alternative asset classes, letting opportunity guide us.
Services
Freestone is an independent fee-only wealth advisory and asset management firm serving high net worth individuals and families with offices in Seattle, San Francisco and Santa Barbara. Founded in 1999, we have grown from $250 million to over $7 billion in assets under management*. Our growth is the result of client trust and Freestone's focus on delivering excellent results.
Our knowledge and expertise allows our clients to invest in unique opportunities outside traditional asset classes. Our relationship with clients and employees is based on the trust we work to earn every day. We focus on doing the "right thing" in our clients' best interests. As a privately held firm with a dedicated investment team, we can identify unique and contrarian opportunities ahead of the crowd.
Thank you for your interest in career opportunities at Freestone Capital Management. We are always looking for individuals who are passionate about client service and investing. If you would like to be considered, please submit your application via LinkedIn or by using the link included within the respective position description.
The application window for our 2021-2022 Freestone Future Leaders Scholarship is now closed. We believe that education provides students with the tools to make a difference in their communities. Pursuing higher education can help uncover and harness passions to build the next generation of civic leaders, problem solvers for the greater good, and innovators who disrupt business as usual.
This guide is written for tech professionals who want to realize financial independence through informed wealth-management and investment decisions. From corporate stock to tax planning, understand how to write the code and take control of your future. Five concepts that provide important information about the unique opportunities - and challenges - that face technology professionals.
Reviews
Be the first to review Freestone Capital Management.
Write a Review
