Foundations Investment Advisors wants to take the confusion out of wealth management, so you can live stress free.
Our advisors are…
independent advisors and are held to a fiduciary standard with your best interest in mind. What does that really mean? The fiduciary standard is regulated by the Securities and Exchange Commission (SEC) or state securities regulators, both of which hold advisers to a fiduciary standard that requires them to put their client's interests above their own. The act is pretty specific in defining what a fiduciary means, and it stipulates that advisers must place their interests below that of their clients. It consists of a duty of loyalty and care. For example, advisers cannot buy securities for their accounts prior to buying them for clients and are prohibited from making trades that may result in higher commissions for themselves or their investment firms. This foundational principal guides our investment solutions and advice.
We pride ourselves on our core philosophies listed below. Together, they provide an experience that allows you to live freely.
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 to make timely adjustments as needed with the goal of keeping your portfolio on track. Our portfolio options are diverse to help weather wide range of different market cycles.
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.
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.
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.