Freedom managed accounts providing flexibility to meet your individual needs

We work together with our AMS team to select the ap­propriate Freedom portfolio based on your unique risk tolerance and investment goals. Along with our AMS team, we use the Freedom platform to construct invest­ment portfolios that focus on asset allocation and diver­sification to help us support your long-term goals.

We feel that clients can greatly benefit from the quality research and portfolio construction that distinguish our Freedom portfolios, including manager selection, asset allocation and ongoing due diligence. Freedom portfo­lios require fewer assets than our Relative Strength or SMA/UMA portfolios. They can serve as a standalone diversified portfolio, or as a complement to a more complex investment strategy for larger households.

Why Freedom?

  • Comprehensive investment process utilized
    throughout our full range of portfolio options
  • A fee-based account that ties your portfolio success to your dedicated financial advisor
  • Disciplined, annual rebalancing to keep asset allocations in line with your long-term objectives
  • Access to RJFreedom.com for helpful Freedom facts, portfolio summaries, commentary and news

Further information on the funds selected for the Freedom portfolios is available by prospectus, which can be obtained through our office. Investors should carefully consider the investment objectives, risks, charges and expenses of the Freedom portfolios before investing. The prospectus contains this and other information about the funds and should be read carefully before investing.

In a Freedom account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically reevaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. These additional considerations, as well as the Freedom fee schedule, are listed more fully in the Client Agreement and the Raymond James & Associates Wrap Fee Program Brochure and Brochure Supplement.

Investing involves risk and you may incur a profit or loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification do not ensure a profit or protect against a loss.

Freedom Account Choices

  • This suite of portfolios is most suitable for an investor who has the time and freedom to let their assets grow over the long term. The five Freedom Foundation strategies include Conservative Balanced, Balanced, Balanced with Growth, Equity Income, and Growth. You benefit from the same investment process used to create our most pop­ular Freedom portfolios, with the goal of achieving asset allocation and broad market exposure. These portfolios include mutual funds carefully selected and screened by the AMS Manager Research & Due Diligence department. Freedom Foundation features a spectrum of portfolios designed to help you build a solid financial foundation.

  • Referred to as ESG investing for the criteria on which companies are evaluated — environmental, social and governance — sustainable investing considers that progress toward solving challenges such as climate change, social inequality and unfair business practices can be made by investing in companies and enterprises that promote sustainability. Freedom ESG portfolios offer a sustainable investing opportunity that allows you to align your investment goals with socially conscious values. The ESG portfolios utilize mutual funds as an investment vehicle and are available in three objectives: Balanced, Balanced with Growth, and Growth. This suite of portfolios is suitable for investors who have the time and freedom to let their assets grow, and may be used to complement the current investment portfolio of anyone interested in the benefits of sustainable investing.

  • Freedom Hybrid portfolios combine carefully examined mutual funds and exchange traded funds (ETFs) with the objective of providing a more cost-effective approach to accessing active portfolio management. The addition of ETFs allows for fewer positions within each portfolio and may offer greater tax-efficiency. These portfolios are available in seven core investment approaches, ranging from conservative to aggressive.

Sustainable investing may incorporate criteria beyond traditional financial information into the investment selection process. This could result in investment performance deviating from other investment strategies or broad market benchmarks. Please review any offering or other informational material available for any investment or investment strategy that incorporates sustainable investing criteria, and consult your financial professional prior to investing.

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As a team with extensive experience in the financial industry, our time is spent understanding the nuances of wealth management - right down to each investment our team selects for your actively managed portfolio. Count on us for quality advice for your financial life, so you can focus on living yours.

The process of rebalancing may result in tax consequences. Investors should consider the investment objectives, risks, and charges and expenses of mutual funds carefully before investing. The prospectus contains this and other information about these funds. The prospectus is available from Tumlin Levin Sumner Wealth Management and should be read carefully before investing.

Our team measures and shares performance with our clients quarterly. Clients are under no obligation to remain in the portfolios for a specified length of time and may terminate the agreement at any time. Although there is no guarantee that objectives will be achieved, these guidelines provide goals and rationale for what we believe is a prudent investment course and standards against which we will measure progress.

Technical analysis is only one form of analysis. Investors should also consider the merits of fundamental and quantitative analysis when making investment decisions. Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future.

Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. You should review your investment objectives, risk tolerance and liquidity needs before selecting a suitable investment program.

The information contained herein has been prepared without regard to any particular investor's investment objectives, financial situation and needs. Accordingly, investors should not act on any recommendation (expressed or implied) or information in this material without obtaining specific advice from their financial advisors and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources believed to be reliable (Information providers"). However, such information has not been verified by Dorsey, Wright & Associates, LLC, (DWA) or the information providers, and DWA and the information providers make no representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein. DWA and the information providers accept no liability to the recipient whatsoever whether in contract, in tort, for negligence, or otherwise for any direct, indirect, consequential, or special loss of any kind arising out of the use of this document or its contents or of the recipient relying on any such recommendation or information (except insofar as any statutory liability cannot be excluded). Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice. Neither the information nor any opinion expressed shall constitute an offer to sell or a solicitation or an offer to buy any securities, commodities or exchange traded products. This document does not purport to be a complete description of the securities or commodities, markets or developments to which reference is made. Keep in mind that there is no assurance that this or any strategy will ultimately be successful or profitable. The relative strength strategy is NOT a guarantee. There may be times where all investments and strategies are unfavorable and depreciate in value. Relative strength is a measure of price momentum based on historical price activity. Relative strength is not predictive and there is no assurance that forecasts based on relative strength can be relied upon.

Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. You should consider this strategy's investment objectives, risks, charges and expenses before investing. The examples and information presented do not take into consideration commissions, tax implications or other transaction costs.

Dow Jones Industrial Average (DJIA): The DJIA is an unweighted index of 30 blue-chip industrial U.S. stocks. Indices are not available for direct investment.