Our Empowering Approach

Freedom Trail Financial is proud to be an independent, boutique wealth management firm that serves the specialized needs of biopharma and life sciences professionals, women executives, individuals, and families across the Boston metro area.

Take Advantage of
Our Approach

We believe that financial independence has a different meaning for every individual. By embracing your unique personal values, we can customize our comprehensive financial planning advice. Building on this strong foundation, we create the most suitable investment management recommendations based on proven methodology involving strategic and tactical asset allocations. The genuine relationship we establish with you allows us to educate you and provide strategic solutions to your financial needs.

You Get a Disciplined Philosophy

Our investment philosophy involves the following:

Asset<br/>Allocation

Asset
Allocation

Our recommendations are based on a combination of strategic asset allocation complemented by tactical asset allocation that corresponds with the ever-changing environment we live in.

Broad Portfolio<br/>Diversification

Broad Portfolio
Diversification

A well-diversified portfolio is essential to reduce risk. We strive to diversify on many levels such as market capitalization, investment style, industry, region, and more.

Long-Term<br/>Perspective

Long-Term
Perspective

Although we closely monitor economic events that may affect short-term investment outcomes, our goal is to focus on long-term results. This discipline enhances portfolio stability, which typically leads to more consistent investment performance over time.

Risk<br/>Management

Risk
Management

We always want to understand and identify your comfort level with risk. Then we take steps to minimize that risk while pursuing your goals.

Diversification does not assure a profit or protect against loss in declining markets, and no program can guarantee that any objective or goal will be achieved. Investments are subject to risk, including the loss of principal.

Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.


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