Freedom Mountain Investments specializes in management of individual portfolios.

  • Fundamental, long term approach to investing
  • Tailored to meet individual investment goals and risk tolerance
  • Extensive research to identify value at an early stage
  • Specializing in small and mid cap companies
  • Average annual return since inception: +12.65% (includes fees)
  • +40.84% 2013 average return before fees
  • Latest results: Q1 2014: -1.38%  vs. 1.3% for S&P 500
  • Latest Stock Commentary (7/22/14) "There is a New Gun in Town from BOLT Technology"
    http://seekingalpha.com/article/2328245-there-is-a-new-gun-in-town-from-bolt-technology

What We Do

  • work with clients to establish long term investment goals and objectives
  • develop investment portfolios to meet individual needs of clients based upon goals and risk tolerance
  • investment selections based upon intensive research into individual companies
  • management of individual client portfolios: Taxable accounts, 401K accounts, IRA and Roth IRA accounts

To learn more about investing with us....

Contact:
Edward Roche, President Freedom Mountain Investments
1849 Hawthorne Place
Paoli, PA 19301
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215.219.7599