Freestate Advisors LLC
Freestate Advisors LLC is an independent, fiduciary investment advisory and financial planning firm headquartered in Overland Park, Kansas. Founded by Tom Halvorson and Brett Conley, the firm offers financial planning, retirement plan consulting, and investment management services to individual clients and retirement plan sponsors. The firm is registered with the SEC (CIK: 0001660328), employs approximately 8-9 professionals, and serves both high-net-worth and non-high-net-worth individuals, as well as charitable organizations. Freestate Advisors operates with a client-centered focus, aiming to provide education and advanced investment strategies.
Investment Strategy
Freestate Advisors employs its proprietary SmartRisk Investment Process™. The firm emphasizes a collaborative approach to understand each client’s needs and goals, delivering customized portfolios and wealth management solutions. Their strategy is grounded in fiduciary duty, careful planning, and a focus on achieving better financial outcomes for individuals and retirement plan participants. Their approach challenges traditional investment advice by integrating modern, research-driven strategies to manage risk and pursue client-specific objectives.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 15.91% | $19.0M | 342,740 | $52.97 | $55.33 | +$1.8M |
V VOO | VANGUARD INDEX FDS | 13.48% | $16.1M | 26,238 | $538.04 | $612.38 | +$2.0M |
S SCHF | SCHWAB STRATEGIC TR | 12.00% | $14.3M | 614,482 | $20.30 | $23.28 | -$3.6K |
A AGG | ISHARES TR | 10.69% | $12.7M | 127,161 | $100.13 | $100.25 | +$390.4K |
S SHYG | ISHARES TR | 9.09% | $10.8M | 250,361 | $43.19 | $43.30 | +$441.4K |