Freestone Capital Management Receives 2024 Luminary Award
Freestone Capital Management, based in Seattle, has been acknowledged as a leading innovator in the financial services sector by receiving the prestigious 2024 Luminary Award for Innovation from ThinkAdvisor. This accolade not only highlights the company's remarkable achievements but also showcases the exceptional talent within its ranks, particularly Portfolio Manager Sean Carr, who has earned recognition as a Next-Gen Rising Star.
The ThinkAdvisor Luminaries Awards, now in their fourth iteration, celebrate organizations and individuals who have significantly impacted the finance industry through innovative solutions and leadership. The winners were selected by a panel of distinguished judges, affirmed at a recent awards ceremony that celebrated excellence in various categories.
Gary Furukawa, the Founder and Chief Investment Officer of Freestone, expressed pride in the firm's recognition for its innovative approach. He emphasized that this achievement is a testament to the company's dedication to providing cutting-edge solutions that enhance operational efficiency and client service. Freestone manages a robust $11 billion in Assets Under Management (AUM), showcasing its capability and trustworthiness in a competitive landscape.
Furukawa elaborated on the significance of Freestone’s commitment to innovation, stating, “In a landscape dominated by passive investing and standard strategies, our belief is that creativity and opportunistic approaches can still play a crucial role in guiding our clients towards their financial objectives.”
Among the various technological advancements that contributed to Freestone's recognition, the firm has implemented automated systems that refine multiple operational processes. These improvements cover areas such as performance reporting, documentation management, and tax form generation, leading to enhanced accuracy and transparency while minimizing the time required for these tasks.
Freestone's investment in custom-built internal platforms is another aspect that empowers its team. These platforms grant real-time access to essential metrics, equipping advisors and management with actionable insights. As a result, Freestone can dedicate more resources to strategic growth and client engagement, which is vital in a rapidly changing financial environment.
As they wrap up a significant milestone—25 years in operation—Freestone Capital Management stands inspired to continue delivering exceptional value and service to its clientele. The recognition from ThinkAdvisor cements its position as a forward-thinking leader in financial advisory and asset management.
For those unfamiliar with Freestone, the firm operates as an independent, fee-only wealth advisory and asset management entity dedicated to helping clients achieve their long-term financial goals. With a presence along the West Coast, including offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage, Freestone underscores its commitment to accessibility and superior client service.
Furukawa concluded, “This award not only reflects our past achievements but also motivates us as we move forward, as we continuously strive to provide exceptional service and innovative solutions for our clients.” Freestone Capital Management continues to set the bar high in the investment advisory sector, and with its combined focus on technology and human talent, its future looks promising.
About ThinkAdvisor Awards
The 2024 awards were conferred by ThinkAdvisor and are based on a thorough methodology that examines historical data from various firms, ensuring a fair assessment. Freestone had no financial stake in the award decision process, emphasizing the integrity and respect surrounding this recognition.
For more information about Freestone Capital Management, please visit
Freestonecapital.com.