We offer an extensive infrastructure blended with risk-management investment solutions to position you to start, build, or grow your independent financial practice.
Foundations’s resources and training add value no matter what stage of growth.
Independent, Objective Advice
Our independent advisors are held to a fiduciary standard and have your best interest in mind. This foundational principal guides our investment solutions and advice.
Our firm’s advisory services are fee only. This means you will get complete, unbiased advice that is in alignment with your investment goals. In this model our values are aligned with yours and we focus on growing your accounts in the manner you expect. When changes need to be made, we make them with the goal of keeping you on track with your long term investment plan. More importantly as your account grows, we grow.
Based on your risk tolerance and risk capacity, we work to minimize drawdowns, allowing your portfolio to maximize compounding returns in various market conditions.
Using our diverse network of experienced advisors and portfolio managers, we continually monitor the markets, the economy and the business cycle and make timely adjustments as needed with the goal of keeping your portfolio on track.
We understand the number one reason clients become dissatisfied with advisors is lack of communication. We know being able to discuss your portfolio at any time is important to you. That’s why we make ourselves available at your convenience, in person or by phone and email. In addition we provide weekly portfolio updates, weekly market commentary, event driven market commentary, and monthly market commentary to keep you informed and up to date.
Reporting Made Simple
Reporting and portfolio accounting shouldn’t be confusing. Which is why we provide each client their own private online account portal where you can view all of your accounts in one place and measure performance over any specified time period. In addition, your private client portal has bank level security and allows you total transparency into fees and any transaction costs.