This suite of portfolios is most suitable for investors who have the time and freedom to let their assets grow over the long term. The five Freedom Foundation objectives include Conservative Balanced, Balanced, Balanced with Growth, Equity Income, and Growth. You benefit from the same investment process used to create our most popular Freedom portfolios, with the goal of achieving asset allocation and broad market exposure.
These institutional-grade portfolios include mutual funds carefully selected and screened by the AMS Manager Research & Due Diligence department. Freedom Foundation features a spectrum of portfolios designed to help you build a solid financial foundation.