Chairman’s Circle Advantage

As a Chairman’s Circle member, you enjoy a level of service and expertise reserved for the Oxford Club’s most accomplished investors. With nearly three decades as a Pillar One Advisor, Freedom Capital Advisors – led by Ron McCoy – offers you direct access to Ron’s 40 years of market experience and tailored investment strategies. Our Chairman’s Circle Advantage means your portfolio is built around your unique goals, with high-touch, personal guidance every step of the way. Enjoy the confidence that comes with a dedicated advisor focused on protecting and growing your wealth, now and for the future.

Client Benefits Include:

• Constant Portfolio Monitoring: Ongoing review to keep your investments aligned and optimized.
  
• Timely Executions: Trades are placed quickly to capture opportunities and manage risk.
  
• Implementation of Complex Strategies: Advanced strategies tailored to meet your unique financial objectives.
  
• Unmatched Risk Analysis: In-depth assessments to identify, manage, and minimize potential risks.

Your financial success is our top priority – experience the Chairman’s Circle Advantage.

Ron McCoy’s Gameplan for Security & Growth

Ron’s professional journey as a financial advisor has been profoundly influenced by his years of connection with the Oxford Club and its top thought leaders. Marc Lichtenfeld (Chief Income Strategist at the Oxford Club), Alexander Green (Chief Investment Strategist at the Oxford Club) and Karim Rahemtulla (Co-founder of Monument Traders Alliance), in particular, have played a pivotal role in shaping Ron’s investment philosophy and approach to wealth management. Their expertise, published research, and willingness to share actionable insights have provided Ron with invaluable guidance at every stage of his career.

Drawing from their teachings and his own experiences, Ron has developed a disciplined, client-first strategy that prioritizes security, consistency, and sustainable growth. His close ties to the Oxford Club community mean that he stays at the forefront of industry trends and continues to evolve alongside some of the most respected minds in finance. For Chairman’s Circle members, this translates into a personalized gameplan informed by decades of real-world experience and the best thinking the Oxford Club has to offer.

Ron’s approach is rooted in his core values:

• Integrity: We treat our clients like family and are always up front with our clients.
  
• Transparency: We communicate openly and clearly, ensuring you always understand your investments.
  
• Efficiency: We act quickly and effectively, maximizing results with minimal hassle for you.

What to Expect

Risk Analysis in Every Move

Analyzing risk is one of our specialties. Every decision is thoughtfully considered and calculated to help protect your wealth and position you for long-term success.

Portfolio Diversification

We build portfolios using a blend of stocks, bonds, preferred stocks, and T-Bills to help balance risk and maximize opportunity across changing markets.

Options Strategies to Increase Income

We utilize carefully selected options strategies designed to generate additional income and manage risk, adding value to your overall portfolio.

Oxford Club Collaboration

Many of our strategies and philosophies are shaped by our close connection and ongoing collaboration with the Oxford Club, allowing us to bring proven, research-driven ideas to our clients.

Direct Communication

You work directly with our team. No middlemen or layers – ensuring clear, responsive guidance every step of the way.

Portfolio Management

Your portfolio is managed through Interactive Brokers, the industry’s leading trading platform known for its security, advanced tools, and the lowest fees available.

Call us Today to Get Started

Call us at (352) 404-8105 to review your investment objectives and help outline a gameplan and make the most of your membership.