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Built by Investors,
For Investors

Freedom Fund was founded on a simple premise: institutional-quality investing shouldn't require institutional connections. We bring decades of investment experience directly to individual investors.

From Frustration to Foundation

Freedom Fund emerged from a fundamental frustration in the investment landscape. For too long, the most sophisticated investment strategies were reserved for institutions and the ultra-wealthy, leaving individual investors with a false choice: accept low returns for safety, sacrifice liquidity for growth, or take on excessive risk for meaningful yield.

Our founding team spent decades on both sides of the investment table, as fund managers and as individual investors. That dual perspective revealed a clear opportunity: create investment vehicles that deliver institutional-grade returns with the transparency, accessibility, and alignment of interests that individual investors deserve.

Today, Freedom Fund manages three distinct funds, each designed to address specific investor needs while maintaining our unwavering commitment to capital preservation and transparent communication.

Principles That Guide Every Decision

These aren't just words on a wall. They're the operating principles that inform every investment decision, every communication, and every partnership.

Capital Preservation

We prioritize protecting your principal above all else. Growth means nothing if you can't preserve what you've built.

Radical Transparency

No black boxes. No jargon. You'll always understand exactly where your money is and how it's performing.

Aligned Interests

Our team invests in every fund we offer. When you succeed, we succeed. It's that simple.

Meet the Team

Award-winning founders with decades of experience in finance, banking, and private wealth management.

Jess Phillips

Jess Phillips

Investor Management
Gary S

Gary Schmeichel

Risk/Financial Management
Co-Founders of $2.7B finance company
Former Board Member of $1B bank
Founding Principal of a global bank
10+ years in private wealth management
Utah EY Entrepreneur of the Year Finalist
Utah Business 40 Under 40 Winner

Institutional Quality, Individual Focus

We leverage the same strategies and relationships that have historically been reserved for institutional investors, but we structure them with individual investors in mind.

  • Every strategy is validated with our own capital first
  • SEC-registered for full regulatory compliance
  • Diversified across strategies and asset classes
  • Clear, consistent communication every step of the way
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Fund Options

SEC

Registered

100%

Passive & Diversified

94%

Renewal Rate

Ready to Get Started?

Schedule a consultation to explore how Freedom Fund can help you achieve your investment goals.

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