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If you have moved long-term client assets to cash in this difficult market, it will be nearly impossible to pinpoint the right time to get back into equities and longer duration fixed income.
So take away the decision-making pressure by setting up dollar cost averaging investments now. We will handle it all for you, just give us the instructions. Or you can easily enter instructions yourself by clicking on Dollar Cost Averaging in the Service Center. And if the cash is not held at EQIS, our new super easy and efficient ACH bank link set up can make auto-deposits easy.
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Freedom Advisors offers a turnkey asset management platform (TAMP) with a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients.
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