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

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.


Focused Portfolios as Solutions

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


Foundations at a glance

Advisor Partners
Assets under managment
Investors Served
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GIPS® Verified

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

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Weekly & MOnthly

Market Commentary

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

Read the latest commentary

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.