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Contact Us


If you are requesting a consultation, there are a few things to keep in mind:

  • You must be a resident of Massachusetts to become a client of ours.
  • We only manage portfolios of $10,000 or more.
  • At the present time, we are not performing consultations, but if you wish to get in the queue, feel free to contact us.

Please include the following in your consultation request:

  • Your age
  • Your address
  • Amount of funds (in USD $) to be managed by Freund Investing.
  • Status of funds today (in cash? in a retirement account? in a brokerage account? etc.)
  • Your high level goals for the funds to be managed by Freund Investing.
  • Time/date preference for meeting (note that we aren’t scheduling consultations at the present time)
  • Your preferred method of contact (phone or email?)

Feel free to include any other information you feel we should know.

Required:


Optional:


Required:



- Why ask? To confirm you’re a person



This communication is strictly intended for individuals residing in the state of Massachusetts (MA). No offers may be made or accepted from any resident outside Massachusetts due to various state regulations and registration requirements regarding investment products and services.


Freund Investing is soon-to-be an Investment Advisor firm, registered in the State of Massachusetts (MA) and headquartered in Worcester, Massachusetts (MA). Freund Investing provides investment advisory services, as well as portfolio, wealth, capital, and asset management services for a broad range of individual and institutional clients. Freund Investing, based in Worcester, Massachusetts (MA) and Boston, Massachusetts (MA) provides stock market investment and investing advice for the intelligent investor. To do so, Freund Investing publishes stock market investment and investing advice through both insightful commentary and the investment advisory, portfolio, wealth, capital, and asset management services to clients within the Commonwealth of Massachusetts (MA).