Forging Futures with Strategic Fixed-Income Solutions
Unlock investment products and markets that help your institution thrive with Freedom Capital Group.
Curated Solutions with Unmatched Levels of Service
Cetera Wealth Services is the second largest independent financial advisor network in the nation by number of advisors and a leading provider of investment programs to financial institutions. We leverage this to combine market leadership with exceptional agility. We're adept at swiftly navigating market opportunities and shifting strategies to help protect your interests. Committed to your success, you will work with a dedicated advisor, helping ensure we're always aligned with your goals and ready to act with your institution's best interest in mind.
The Freedom of Tailored Fixed-Income Investment Strategies
Embrace the diversity of investment products an independent firm like Freedom Capital Group can provide. Our access to a broad spectrum of trading desk inventories and the absence of proprietary limitations enables us to deliver a bespoke selection of fixed-income products. We can help you optimize your investment strategy without the overhead constraints faced by larger institutions.
Curated Solutions with Unmatched Levels of Service
With 75 years of combined experience, we specialize in fixed-income investing, helping clients build safe and income-maximizing portfolios tailored to their needs. As an independent firm, we offer a wide range of products without the constraints of traditional wirehouses. This independence allows us to provide custom solutions at competitive rates, helping ensure flexibility and the best options backed by our market expertise and dedication to your financial success.
Working Independently For You
We focus on secure fixed-income solutions that emphasize compliance and growth. Our carefully curated selection meets strict exposure management and regulatory standards, providing stability and growth opportunities for our client's portfolios.
Certificates of Deposit
CDs offer secure, predictable fixed income for institutions. With flexible terms and rates, they suit diverse investment goals and liquidity needs.
Corporate Bonds
Corporate Bonds offer diverse investment grades for higher yields. Tailored for institutions balancing risk and return, they can enhance portfolio diversification and income generation.
Municipal Bonds
Municipal Bonds offer tax-exempt investments, backing local projects for steady income. They can provide safety, income, and social impact, aligning financial goals with community development.
Structured Products
Structured Products offer customized risk-return options, ideal for capitalizing on market opportunities while managing exposure, and enhancing portfolio performance.
Government Sponsored Entities
Government Sponsored Entities (GSEs) are financial institutions created by Congress to improve credit access in housing, agriculture, and education, ensuring affordable loans and promoting economic growth.
U.S. Treasuries
U.S. Treasuries: the epitome of safety and reliability in fixed-income investing, ideal for capital preservation and steady, risk-free income in diversified portfolios.
*Bank certificate of deposits are insured by an agency of the Federal government and offer a fixed rate of return whereas both the principal and yield of investment securities will fluctuate with changes in market conditions. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value.