Built from inside the industry
Freeman IMC was founded on a simple premise: that investment firms deserve senior-level distribution judgment, not generic consulting.
FIRM STORY
Why FIMC Exists
Most boutique and growth-stage investment managers don’t lack performance, effort, or commitment. What they often lack is a clear, structured approach to distribution — one that holds up as the firm grows, as priorities multiply, and as decisions carry greater consequence.
FIMC was founded to fill that gap. Not as a sales outsourcing firm. Not as a marketing agency. As a senior advisory practice, grounded in real operational experience, that helps investment firm leadership think more clearly about distribution and execute with more confidence.
Founder
Brian Freeman, CIMA
Brian works with investment firms that have strong investment results but uneven, harder-to-manage distribution. His focus is helping leadership get clear on priorities, align people and resources, and make decisions with more confidence as the business becomes more complex.
Before founding FIMC, Brian spent two decades in distribution leadership at Raymond James Investment Management and its predecessor firms, including Eagle Asset Management, Carillon Fund Distributors, and Carillon Tower Advisers. His work spanned sales, national accounts, data, CRM, and platform strategy, giving him a practical and comprehensive understanding of how distribution operates inside real organizations.
As President and CEO of Carillon Fund Distributors and Head of Affiliate Sales at Raymond James Investment Management, Brian helped scale assets under advisement from $11B to $70B across intermediary and institutional channels. Leaders across the organization relied on him for calm judgment, strategic specificity, and the ability to surface what actually mattered.
Today, he brings that same perspective to boutique and growth-stage investment managers as an independent advisor without product conflicts or institutional obligations.
Brian's Experience Highlights
- Former President and CEO, Carillon Fund Distributors
- Former Head of Affiliate Sales, Raymond James Investment Management
- Distribution leadership across Eagle Asset Management, Carillon Tower Advisers
- 20+ years of hands-on distribution leadership in intermediary and institutional channels
- CIMA designation holder (Investments and Wealth Institute)
- Helped scale AUM from $11B to $70B across distribution channels
Co-Founder
Amy Freeman
Co-Founder, Freeman Investment Management Consulting
Amy supports the structure, clarity, and follow-through behind FIMC’s work. She shapes messaging, organizes complex ideas, guides marketing and proposals, and ensures the firm’s work is delivered clearly and consistently.
Her role spans strategy, operations, and communication, providing the discipline and organization that keep the business moving smoothly. She and Brian first worked together at Raymond James, where they developed a shared, client-first approach that still shapes how they collaborate today.
OUR APPROACH
How we engage.
- Direct -- we say what we see, including when the answer is uncomfortable
- Specific -- we work from your actual situation, not a template
- Practical -- recommendations are grounded in what actually works inside distribution organizations
- Independent -- we have no product affiliations, platform relationships, or conflicts of interest
Frequently Asked Questions
What qualifies FIMC to advise on distribution strategy?
Brian Freeman spent more than two decades in senior distribution leadership roles at Raymond James Investment Management, Carillon Fund Distributors, Eagle Asset Management, and Carillon Tower Advisers. He held roles as President and CEO of a fund distributor and Head of Affiliate Sales at a major asset management firm, covering sales, national accounts, CRM, data, and platform strategy. FIMC's advisory is built on that operational experience.
Does FIMC have any conflicts of interest?
No. FIMC is an independent advisory practice with no affiliations to platforms, technology vendors, third-party marketers, or other distribution service providers. Our recommendations are based solely on what is right for the client firm.
Is FIMC a registered investment advisor?
No. FIMC is a consulting and advisory firm focused on distribution strategy and operational structure for investment management firms. We do not manage assets or provide investment advice.