How We Work

How We Work

The Right Advisor for your Financial Goals and Objectives

A Foundations Advisor can help you choose the right investment options to navigate today’s volatile markets. Foundations advisors are trained to be educators with the goal of helping the client understand their investment strategy. Which, helps the client stay committed to their long term investment goals in volatile markets.

This is a tremendous value add, as studies have shown for more than 25 years investors are prone to make mistakes at the worst possible times in down markets. Having a clear understanding of your personalized investment strategy can help you not become a victim of statistics.

Risk-Managed Strategy

After completing a strategy session, your advisor will begin implementing your long-term financial and investment plan. Each investment in your plan will have its own methodology, while adhering to Foundations risk-management model. Which, is utilizing low correlation strategies to minimize drawdowns is the best path to long term compounding of returns.