Freedom Mountain Investments specializes in management of individual portfolios.
- Fundamental, long term approach to investing
- Tailored to meet individual investment goals and risk tolerance
- Extensive research to identify value at an early stage
- Specializing in small and mid cap companies
- Q12023 return +6.42%
- 2022 return -12.51%
- 2021 return +25.95%
- 2020 return +12.89%
- 2019 return +24.88%
- 2018 return -3.39%
- 2017 return+ 20.65%
What We Do
- work with clients to establish long term investment goals and objectives
- develop investment portfolios to meet individual needs of clients based upon goals and risk tolerance
- investment selections based upon intensive research into individual companies
- management of individual client portfolios: Taxable accounts, 401K accounts, IRA and Roth IRA accounts
To learn more about investing with us....
Contact:
Edward Roche, President Freedom Mountain Investments
1849 Hawthorne Place
Paoli, PA 19301
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215.219.7599