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Why Partner with FoundationsAdvisor PortalInvestment SolutionsYour New Back Office(480) 626-2979
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Model Portfolios
Charts on a paper icon to symbolize our portfolios
Focused Portfolios
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New – Inflation Sensitive
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New – Focused Large-Cap Growth
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Market Commentary
Sophisticated

Asset Management

Bringing institutional asset management to the retail space.

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Thinking ahead

Proactive vs. Reactive

We're focused on developing investment solutions to help everyday investors accomplish their goals. With a forward-thinking mindset, we seek to solve tomorrow's problems today.

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In good hands

Meet Darren

As our Chief Investment Strategist & Portfolio Manager CFA, Darren Leavitt brings his diverse background to all of our portfolio series. With a focus on institutional quality, Darren is continually looking for ways to best serve our advisor partners to meet their client's goals.

Our executive team
Designed

Model Portfolios as Solutions

We have a diverse selection of portfolios so that you can offer custom solutions to every investor who comes through your door. Our portfolios follow passive, strategic, and tactical methodology while offering unique risk-tolerant options within each portfolio.

Risk-Budgeting
Factor Investing
Economic Trends
Momentum-Driven
Target Drawdown
Customized

Focused Portfolios as Solutions

Our focused portfolios look to provide tailored solutions to today's toughest market concerns.

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High Octane Growth
Arrow moving up to horizontal line icon with box around it symbolizing Inflation Sensative Fund
Inflation Sensitive
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Large-Cap Growth
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U.S. Sector
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Premium Yield
Growth

Foundations at a glance

250+
Advisor Partners
$7B+
Assets under managment
50K+
Investors Served
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Accountability

GIPS® Verified

We're proud to offer GIPS® Verified² portfolios. Just another way we seperate ourselves from the crowded investment manager landscape.

Learn More
Weekly & MOnthly

Market Commentary

Curious what is happening in the market? Our industry experts can help you distill the market into meaningful insights.

Let's Partner

Ready to experience a different kind of RIA? Contact Foundations today to start the conversation to see how we can help you take your business where you want it to go.
Partner Today
1. AUM as of September 1, 2024
2. GIPS® is a registered trademark owned by CFA Institute. GIPS (Global Investment Performance Standards) helps ensure fair representation and disclosure of investment performance. Used by investment managers across the globe, these are voluntary standards Foundations has adopted.