Freshfield offers individuals expert portfolio management and financial advice. Freshfield provides these services as a fiduciary, meaning we’re legally obliged to put our client’s best interests first. Unlike brokers, we don’t earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your investment goals. We believe this and the following four key benefits determine why 9 out of 10 clients entrust their investments portfolios to us for the long term*.
*Average annual client retention, 2009-2018, calculated as 1-[sum of (# of terminations in year/# of clients in year)]/# of years