Freestate Advisors LLC

Freestate Advisors LLC is an investment advisory firm established in March 2008, based in Overland Park, Kansas. The firm specializes in providing investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and other entities. Freestate's investment approach is based on over 30 years of research and experience in finance and economic modeling, focusing on assessing investment conditions, guiding decisions, and managing portfolio risk. Clients can choose between discretionary or non-discretionary portfolios tailored to their objectives and risk tolerance. The firm primarily invests client assets in exchange-traded funds, securities, and mutual funds. Freestate charges management fees based on a percentage of assets under management, with fees collected quarterly. The minimum total investment assets required for advisory services is $500,000, with exceptions made at the firm's discretion. Freestate does not charge performance-based fees and does not vote proxies on behalf of clients. The firm does not receive compensation for client referrals and maintains strict confidentiality of client information. Freestate does not vote proxies on behalf of clients and does not receive compensation for client referrals. Clients are responsible for voting proxies for securities held in their accounts. Freestate does not have investment discretion for retirement plans and their participants. The firm's Customer Privacy Policy Notice ensures the protection of clients' nonpublic personal information and outlines the collection, use, and sharing of client information. Clients receive the Privacy Policy Notice upon establishing a relationship with the firm.