About Freedom Mountain Investments
Freedom Mountain Investments, LLC (FMI) was formed in 2006 as a firm providing account management for clients. The firm is managed by Edward J. Roche, Registered Investment Advisor in the state of Pennsylvania. The firm began managing client accounts in the second quarter of 2007. The company is located in Paoli, Pennsylvania in the Philadelphia suburbs.
Edward Roche received a Ph. D. degree in Polymer Science and Engineering from the University of Massachusetts and earned an MBA in Finance from the Haub School of Business, St. Joseph’s University, Philadelphia PA. He recently completed a 24 year career at the McNeil division of Johnson & Johnson that included high level positions in Business Development and R&D. His experience in Business Development included extensive analysis and due diligence on licensing and acquisition candidates. He is the inventor on 15 US patents in the area of drug delivery and has authored ten scientific publications. Dr. Roche is a Series 65 qualified Registered Investment Advisor in the state of Pennsylvania and a Premium Fidelity client.
Dr. Roche has been a successful individual investor investing in individual stocks since 1982. Over his investing career he has developed a number of investing approaches that can benefit individual investors. Many of these approaches are not suitable for large mutual fund based investing but can create an advantage for individual portfolios in the $50,000-10 million range.
Dr. Roche created Freedom Mountain Investments initially to share his success with friends and colleagues. Following his retirement at 55 years of age from Johnson & Johnson in 2008, he is now expanding his client list selectively to other individuals that share his basic investment philosophy and approach. All portfolio selections and investment decisions are made by Dr. Roche. FMI uses outside legal counsel and outside tax experts as needed.