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Stay The Course??? Be Calm!!! - Review by Guest | Freestone Capital Management

Freestone Capital Management

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Stay The Course??? Be Calm!!! 9/1/2011

Good: Professional Financial Mangers. Good Website. Solid and well done Quarterly Reports. Easy to track results. Excellent service staff. Legitimate and ethical company.. Bad: Arrogant and condescending senior staff. Projected an attitude that "we know best". "You pay us to manage your $$, so stay out of our way and let us do our job. From 9/07 to 11/08 the value of our portfolio dropped 224,586 (32.4%). Improvements: The period referenced above was bad for everyone. But we should learn from our mistakes. I would like to see FCM more responsive when concerns are expressed. We could have stopped the bleeding long before we moved our account... Other: On balance not a bad money management firm, but there are better ones.. more
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