Fauchard Investments

Fauchard Investments is a fee-only, state-registered investment adviser that serves primarily dentists, dental specialists, and their families. It offers discretionary investment management together with integrated financial planning, insurance guidance, and complimentary portfolio and retirement-readiness reviews.

The firm constructs tailored, tax-aware portfolios using individual securities, exchange-traded funds, bonds, and other publicly traded instruments, and it may employ strategies such as fixed-income laddering, tax-loss harvesting, and limited use of leveraged ETFs or simple options strategies when appropriate. For cash management it may use short-term U.S. Treasury securities (which it excludes from its advisory-fee calculation) and, only at a client’s direction, will hold custodian-supported digital-asset exchange-traded products; the firm also uses AI-assisted tools to support research and operations under human supervision.

Distinctive features include a focused practice-first offering for dental professionals—practice-level financial guidance such as valuation estimates, buy-in/buy-out modeling, and associate compensation analysis—and a program of educational presentations and dinner seminars for dental practices and study groups, an uncommon service among small independent advisers. The firm also reports that it is not a solo practitioner (maintaining staff beyond the registered adviser) and, as of October 2026, reported no assets under management.