Foundations

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Foundations Portfolios

Nobody likes surprises with their money, that’s why we approach investments with a risk budget….

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Investors are used to the concept of budgets. Budgets for the dollars they spend, the assets they acquire. What’s unfortunate is when they’re caught off-guard because their budget was impacted by an unforeseen expense. Similarly, investments often get into trouble because of an unforeseen risk. When you look at the market today, being “diversified” generally means allocating to a wide range of assets. At Foundations, we dive deeper. We believe in approaching asset allocation with a risk budget and dig into how much risk that asset class is vulnerable to. We make sure our diversification is in risk, as opposed to asset class. Our goal, ultimately, is to maximize return and limit any unforeseen surprises.

 

 
 

Being diversified doesn’t always mean you are diversified from risk. Take a look at our material below outlining the different risk factors based on asset class. Then compare a “well diversified” portfolio with the actual risk it has visibility to.

 

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We believe in full disclosure and a fair representation of our investment performance results. That’s why we make sure we offer GIPS® verified portfolios.
— Bryon Rice, Foundations Founder & CEO
 
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Are your current portfolios GIPS® verified?

The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients. GIPS® Verification is the review of an investment management firm's performance measurement processes and procedures by an independent third-party verifier. It also tests whether the firm's policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards. We are proud that our portfolios are GIPS® verified.

 

 

Our Custodian Partners:

 

 
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We avoid…..

“our portfolios can beat your portfolios” conversations. Our strategies and investment selections are objective-based. With an extensive library to choose from, our investment options are custom-tailored to help individual’s reach their financial goals.


Foundations Tactical Conservative

Riskalyze Score: 37


Foundations Tactical Moderate

Riskalyze Score: 41


Foundations Tactical Balanced

Riskalyze Score: 49


Foundations Premium Yield

Riskalyze Score: 60


Foundations Tactical Growth

Riskalyze Score: 62


Foundations Tactical Aggressive

Riskalyze Score: 62


 

At Foundations, we provide flexibility with asset managers. You should never be tied to only one, that’s why we offer some of the most successful managers in the industry. Below are more options to make sure you are getting what you need for your clients.

 

Have questions? Want to learn more?