The Freedom Account

Mutual Fund, ETF and Unified Managed Account Wrap Programs

Industry-leading approaches to investment management and risk analysis.

These mutual-fund, ETF and Unified Managed Account wrap programs provide institutional-quality investments with no traditional sales charges or transaction charges, just a simple, asset-based fee. Your portfolio is constantly monitored and rebalanced annually.

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What Else You Should Know About Fee-Based Accounts?

Further information on the funds selected for the Freedom Portfolios is available by prospectus, which can be obtained through your financial advisor. Investors should carefully consider the investment objectives, risks, charges and expenses of the Freedom Portfolios before investing. The prospectus contains this and other information about the funds and should be read carefully before investing.