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About Us 

Where Expertise Meets Freedom

Leveraging our 75 years of combined industry experience, we specialize in fixed-income investing, guiding clients to portfolios that maximize safety and income tailored to their institution's needs. As an independent firm, we offer a unique advantage: access to a vast range of products without the proprietary constraints of a traditional wirehouse. This freedom in the market allows us to curate custom solutions at competitive rates, providing you with options they won't find elsewhere. Our commitment to independence helps ensure you have the flexibility to choose the best solutions, free from brand limitations, all backed by our extensive market expertise and focused dedication to their financial success.

Unmatched Access to Institutional Investment Solutions

At Freedom Capital Group, we leverage the strength of fixed-income securities like Municipal Bonds and Government Sponsored Entities to build foundational stability for our clients. Our customized approach ensures that the financial institutions, money managers, nonprofits, and other entities we work with benefit from strategies designed specifically for their success, not just off-the-shelf solutions.

Competitive Rates, Superior Yields

As an independent broker, Freedom Capital Group delivers better prices and superior yields by accessing a broader market. Our independence means your institution benefits from the industry's most competitive rates and investment returns.

Meet the Team

Miguel  Coelho

Miguel Coelho

Managing Partner/Investment Professional

1-844-655-2274

John  Meany

John Meany

Managing Partner/Investment Professional

1-844-655-2274

Theresa   Carmagnola

Theresa Carmagnola

Managing Partner/Investment Professional

908-955-0015

Our Core Values

Focused Service

By focusing our niche expertise on selling fixed income to entities, we can put all of our energy into serving your unique institutional needs.

Scalable Agility

As the second largest broker-dealer in the market, our team is quick to act on opportunities to avoid risk and protect principal.

Open Access

Our independence gives us access to a vast range of products and are not beholden to proprietary inventories with offerings that work best for you.

Responsive Team

We respond to your needs quickly and stay invested in your success by communicating often to help protect your interests and seize opportunities.

Working Together With:

Unlock The Potential of Your Institution’s Portfolio

Connect now to explore how our custom-curated fixed-income strategies can enhance your portfolio's performance and security.

Connect Today