Wealth Management & Preservation
Wealth Management & Preservation
Asset Allocation and Portfolio Implementation
Professional Account Management To Help Grow And Protect Your 401(K) Account

Effectively managing your investments and making informed financial decisions takes time, skill, and effort. You’ve hired your financial advisor to provide professional guidance, but there has been an important piece missing– the ability for your advisor to oversee your 401(k). We have implemented new technology from Pontera that allows us to proactively manage, monitor and trade your retirement account electronically.
Freeman & Freeman can provide comprehensive, personalized asset allocation and tax strategies across your full financial picture. We have the ability to proactively manage your 401(k) as part of your entire portfolio, so you can skip deciphering lengthy plan information and fund options on your own.

Proactive management: Allows your advisor to actively place trades and rebalance your 401k.
Tax efficiency: Helps maximize your savings with tax-aware asset allocation.
Better strategy: Enables a holistic investing plan to help you reach your goals.
Client Protection Pledge: The platform is SOC II Type 2 Compliant, and your data security is guaranteed.
We are excited to introduce this extension of our services.

This streamlines the process by eliminating the need for you to manually provide statements and implement our advice.

This technology grants us the flexibility to maintain constant oversight of your account. We can adjust your portfolio as necessary each quarter, ensuring it aligns with your goals. Additionally, it provides us with full access to the additional investment strategies available within your plan.
You’ve worked hard to build up your savings. Make your savings work for you— studies show that professionally managed accounts generate 3-4% higher returns per year, net of fees, than investors’ self-managed accounts. When you connect your accounts to Pontera, you enable your advisor to provide tailored financial guidance. 

Managing your 401(k) accounts separately from the rest of your assets can create a solid view that prevents you from taking full advantage of asset allocation and tax strategies. Pontera enables your advisor to holistically manage all of your financial accounts according to your personalized financial plan.

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