Charles Freeman, Cfa, Ea

Charles Freeman, Cfa, Ea Email and Phone Number

FLAT FEE Outsourced Chief Investment Officer for Financial Planners (OCIO) @ AdaptFirst Investments
Charles Freeman, Cfa, Ea's Location
Greensboro, North Carolina, United States, United States
Charles Freeman, Cfa, Ea's Contact Details
About Charles Freeman, Cfa, Ea

As a FLAT FEE Outsourced Chief Investment Officer and Advisor Partner - I am a Chartered Financial Analyst (CFA) partnering with financial advisors to provide CUSTOM investment support and resources in a much more personal way than they would get at a TAMP. I charge a flat fee of $1250/month.This includes investment model management, custom portfolios, individual stock research, industry/sector analysis, and more. As a CFA armed with a Bloomberg Terminal, I can help advisors navigate the markets and support them in sharing investment information with their clients in an easy and understandable way. This frees up the advisor's time to close more business and bring on higher net worth clients. Services can be customized for the advisor. My role is to be a part of the advisor's team to give him or her more time to focus on planning and growing client relationships. It's a win-win for the advisor and their clients.

Charles Freeman, Cfa, Ea's Current Company Details
AdaptFirst Investments

Adaptfirst Investments

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FLAT FEE Outsourced Chief Investment Officer for Financial Planners (OCIO)
Charles Freeman, Cfa, Ea Work Experience Details
  • Adaptfirst Investments
    President
    Adaptfirst Investments Aug 2017 - Present
    Greensboro, North Carolina, Us
    AdaptFirst Investments was founded on the concepts of flexibility and freedom. As a CFA, I partner with other advisors at AdaptFirst or advisors outside the firm to support them as an investment resource. Many advisors enjoy being a relationship manager more than digging through data. I am a resource for them by keeping up with changing markets and investment opportunities for their clients. We only have so many hours in a day, so partnering with AdaptFirst helps advisors be free to focus what they enjoy.
    View
  • Holderness Investments Company
    Portfolio Manager
    Holderness Investments Company Apr 2011 - May 2017
    Greensboro, Nc, Us
    Design custom investment portfolios for high net worth individuals, family trusts, pensions, and endowments.Research individual companies for investment based on fundamental and technical metrics including valuation and profitability. Evaluate global markets in search of investment opportunities in equities, fixed income, commodities, and currencies. Construct financial planning models for Private Wealth clients to evaluate retirement needs and longevity risks. Develop marketing strategies to distribute firm research and solutions including website design and content, social media, and print information.
    View
  • Axa Advisors
    Financial Consultant
    Axa Advisors Oct 2004 - Apr 2011
    New York, Ny, Us
    Constructed investment and protection solutions for families and businesses.
    View
  • Freeman Investment Group
    President
    Freeman Investment Group Oct 1999 - Aug 2004
    Trading firm designed to capitalize on short term swings in the market. Managed and trained traders using technical and fundamental analysis of securities.
  • Datek/Tradescape/Sonic
    Proprietary Trader
    Datek/Tradescape/Sonic 1998 - 2000
    Developed trading strategy for low volume, large spread stocks and managed client assets with an absolute return focus.

Charles Freeman, Cfa, Ea Skills

Investment Analysis Equity Valuation Equity Research Fixed Income Analysis Foreign Currency Commodity Markets Portfolio Management Asset Allocation Wealth Management 401k Alternative Investments Strategic Financial Planning Estate Planning Retirement Planning Protection Planning Investments Finance

Charles Freeman, Cfa, Ea Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Marketing
  • Unc Kenan-Flagler Business School
    Unc Kenan-Flagler Business School
    Finance

Frequently Asked Questions about Charles Freeman, Cfa, Ea

What company does Charles Freeman, Cfa, Ea work for?

Charles Freeman, Cfa, Ea works for Adaptfirst Investments

What is Charles Freeman, Cfa, Ea's role at the current company?

Charles Freeman, Cfa, Ea's current role is FLAT FEE Outsourced Chief Investment Officer for Financial Planners (OCIO).

What is Charles Freeman, Cfa, Ea's direct phone number?

Charles Freeman, Cfa, Ea's direct phone number is +133654*****

What schools did Charles Freeman, Cfa, Ea attend?

Charles Freeman, Cfa, Ea attended University Of North Carolina At Chapel Hill, Unc Kenan-Flagler Business School.

What are some of Charles Freeman, Cfa, Ea's interests?

Charles Freeman, Cfa, Ea has interest in Guitar, Hunting And Snowboarding With My Wife, Snowboarding, Chess, Tennis, Hunting.

What skills is Charles Freeman, Cfa, Ea known for?

Charles Freeman, Cfa, Ea has skills like Investment Analysis, Equity Valuation, Equity Research, Fixed Income Analysis, Foreign Currency, Commodity Markets, Portfolio Management, Asset Allocation, Wealth Management, 401k, Alternative Investments, Strategic Financial Planning.

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