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John F
Series 63, Series 65
Tillamook, OR
John C. Foti, DBA Experient Portfolio Management
John Foti is the sole advisor at John C. Foti, DBA Experient Portfolio Management, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Grand Prix Investors Trust and Autosport Fund Advisors. He also serves as a trustee for an Ohio business trust authorized to create a mutual fund. His firm provides custom portfolio management for individual and small-business brokerage and retirement accounts, using proprietary growth and value model portfolios and a combination of stocks, bonds, ETFs, and options. The firm manages approximately $6.1 million across five client accounts and emphasizes tailored asset and sector allocation without attempting to time the market.
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