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Many people do not manage or monitor their investments carefully, having neither the time nor the inclination to study the investment marketplace. With work and family responsibilities consuming many hours, investment oversight can easily be put on a back burner. 

Receive a copy of our most recent annual

To help you plan for retirement, college funding, home purchases or other special requirements, you may need the assistance of experienced investment advisers to guide in the investment selection, risk evaluation, asset allocation and management of your investment funds.

There are too many important questions for the investor to answer alone. What should I invest in? When? How much should I invest? What's the risk level of the investment? Do I know enough about the security? When do I sell? 

We have been providing financial planning and investment advisory services to our clients since 1982. We are pleased to be among the leaders in the accounting profession to provide and implement these vital services directly for our clients. Several years ago, as a result of the growth in the number of our investment advisor accounts, we organized Freeman & Davis Investment Advisors, LLC to consolidate our investment advisory and management services into a single entity.

THE STRUCTURE OF GOOD, LONG-TERM, CLIENT INVESTMENT PLANS

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Most Recent Annual Mutual Funds Survey?

We look forward to assisting you with your investment management needs.

Please contact us:
Freeman & Davis Investment Advisors, LLC
14 Penn Plaza
(225 West 34th Street)
New York, NY 10122-0397

Tel:  212 594-8155
Fax: 212 465-0520
email:
info@freemandavis.com

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