We Manage The Money.
You Drive The Growth.

We’re more than a platform. We’re a partner in delivering comprehensive wealth management with the tools and expertise to support your growth. Our offering combines financial planning from an investment professional, institutional-quality investment solutions, and tax-efficient strategies to help you serve clients with clarity and confidence.

Backed by experienced traders and a scalable investment framework, we make it easier to transition books of business, expand your practice, and meet fiduciary responsibilities in a competitive market.

Our Investment Philosophy

Running Your Firm is Tough. Markets Shouldn't Be.

We are dedicated to developing investment solutions to help your clients
achieve their financial goals. With a forward-thinking mindset, we aim to
solve tomorrow’s challenges today. Our mission is to provide investors with
straightforward and simple solutions for proactive and strategic investing.

Your Financial Blueprint.
Engineered Into Reality.

At Foundations Investment Advisors, we provide white-labeled financial planning services, led by investment professionals, designed to help advisors deliver personalized, high-impact advice. Think of us as your behind-the-scenes planning engineers, building custom-tailored financial blueprints that incorporate holistic retirement, cash flow, and tax planning strategies. Each plan is crafted with precision, guided by fiduciary standards, and centered on your clients’ success. We help you focus on people while we build the plan, empowering you to scale your business with confidence.

Model Portfolios:
Built For Flexibility,
Designed For Growth

Our model portfolios offer a full spectrum of risk-managed options, from conservative income to aggressive growth.
Whether the focus is retirement income, market participation, or capital preservation, these strategies are designed to align with client goals while respecting individual risk tolerance.

Built on active management and diversified exposure, our portfolios provide a solid framework for personalized investment planning. Featuring strategies from respected industry managers, we deliver straightforward investment solutions to support your practice.

Hover or tap on each item below for more details.

Focused Portfolios

Our Focused Portfolios offer targeted exposure to specific sectors, themes, or market opportunities, giving advisors added flexibility to enhance or customize a client’s core allocation. Whether it’s a tactical overlay or a strategic satellite position, these portfolios help unlock growth potential while maintaining portfolio discipline. Whether your focus is inflation sensitivity, high yielding assets, fixed income, geographical sectors or just unconstrained growth we have options to fulfill your client’s investment goals.

Values-Based Asset Allocation Models

Designed for clients who want to invest with purpose, our values-based portfolios apply socially responsible principles to exclude industries that conflict with moral or religious beliefs. These models aim to align ethical convictions with sound investment discipline, creating long-term portfolios that support both personal values and financial goals.

Core & Smart Core Series

(Powered By Blackrock)

The Core and Smart Core Series, built in partnership with BlackRock, offer diversified portfolios designed to grow and protect wealth over time. These strategies blend investments across stocks, bonds, and alternatives like real estate and commodities to create well-rounded approaches tailored to different risk levels. The Smart Core Series enhances this foundation with Smart Beta ETFs, providing a modern edge for clients seeking disciplined growth, slightly higher performance potential, and proactive adjustments during market volatility.

Stand Out With Tax-Aware Investing

We offer cutting-edge Tax-Loss Harvesting solutions designed to help advisors reduce their clients’ tax burdens while simplifying the management of large unrealized capital gains.

By integrating tax aware investing and direct indexing into your practice, you deliver smarter, more tax-efficient portfolios, giving your clients greater after-tax returns and setting yourself apart in a crowded advisory landscape.

We Manage The Money. You Drive The Growth.