Freestone Capital Management
701 5TH AvenueSeattle, WA 98104
Website: freestonecapital.com
Firm Size
- Assets Under Management (AUM):$1.4 Billion
- Number of Funds:14
- Employees:107
- Firm Type:Hedge Fund
Description
Freestone Capital Management, LLC is an investment management firm based in Seattle, Washington. The company was founded in 1999 and has since established itself as a trusted advisor to individuals, families, and institutions seeking tailored investment solutions. Freestone Capital Management takes a comprehensive approach to wealth management, focusing on building long-term relationships with its clients and understanding their unique financial goals and objectives. The company offers a range of investment strategies, including equities, fixed income, and alternative investments, to help clients achieve their desired outcomes. The firm's team of experienced professionals combines their knowledge and expertise with sophisticated technology to provide clients with personalized investment strategies that are designed to preserve and grow their wealth. Freestone Capital Management takes a disciplined and research-driven approach to investing, employing a rigorous analysis to identify attractive investment opportunities while also being mindful of potential risks. In addition to investment management, Freestone Capital Management offers a range of complementary services, including financial planning, tax planning and preparation, estate planning, and charitable giving strategies. The firm's holistic approach aims to provide clients with comprehensive solutions that address their financial needs and align with their overall objectives. As a registered investment advisor, Freestone Capital Management adheres to a fiduciary duty, which means they are legally obligated to act in the best interests of their clients. This commitment to transparency and putting clients' interests first has contributed to the firm's reputation for excellence and integrity in the financial industry. Overall, Freestone Capital Management, LLC is a respected investment management firm in Seattle, Washington, offering personalized investment strategies and comprehensive wealth management services to help clients achieve their financial goals.Latest News
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May 13, 2024: Freestone Capital Management Hires Veteran Recruiter Nicole Bowers to Foster Continued Growth
Freestone Capital Management, a leading Registered Investment Advisor, announced today that Nicole Bowers has joined the firm's Seattle office. She will be responsible for leading Freestone's recruiting-related initiatives and advancing ongoing employee engagement and development.
Nov 27, 2023: Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning
Freestone Capital Management ("Freestone") today announced that Lizzie Hollis has joined the firm's San Francisco office. As Managing Director, Wealth Strategy and Estate Planning, Hollis will report to Christine Opp , who leads the firm's financial planning efforts, and play a pivotal role in advancing Freestone's strategic vision. She will play a key role in expanding the firm's capabilities in supporting 26 advisors and their affluent clients.
Oct 23, 2023: Freestone Capital Management Hires Jonathan Wittlin Furthering San Francisco Office Growth
Freestone Capital Management today announced that Jonathan Wittlin has joined the firm's San Franciso office. He will report to Jim Hughes , Head of Client Advisory, and joins Freestone's team of 26 advisors.
Jul 18, 2023: Freestone Capital Management Appoints Jim Hughes Head of Client Advisory & Business Development
Freestone Capital Management today announced that Jim Hughes has been appointed as Head of Client Advisory and Business Development for the firm. He will report to Freestone President Erik Morgan , and assumes day-to-day responsibilities for maximizing revenue through the Client Advisory and Business Development teams.