Welcome To Freeport Investment Management

Freeport Investment Management, LLC (“FIM”) is an investment management company servicing individual and institutional clients. FIM focuses on building wealth for its clients through an investment philosophy centered on managing risk and costs. FIM is a fee-only investment manager which charges an annual fee based on assets under management. FIM does not sell any investment products and does not receive sales commissions from any client transactions (unlike many of our competitors). The management fee includes on-going professional account management and investment advice. All portfolios are customized to provide the appropriate level of diversification, tax efficiency, risk and return based on each client’s needs.

For individual clients, FIM provides portfolio management and financial planning services. We focus on understanding what is important to each client (i.e., the tangibles and intangibles). Once we understand our clients’ needs, we construct a low-cost investment strategy to help clients achieve their goals. Our strategies emphasize proper asset allocation using low-cost, no-load mutual funds and exchanged traded funds (ETFs). Keeping costs low, including FIM’s management fee, results in more money for our clients and is a fundamental tenant on which FIM was founded.

For institutional clients, FIM provides professional investment management services with our internally managed equity and fixed income portfolios, the Freeport Intrinsic Value Portfolio and the Freeport Fixed Income Portfolio. For institutional clients interested in implementing indexing strategies, FIM offers managed accounts that provide portfolio diversification through investments in low-cost, no-load mutual funds and ETFs that track indices. FIM also provides retirement plan advisory services to institutional clients that sponsor employer defined contribution plans.