Fien Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fien Capital Management provides investment management and consulting to a mix of individual clients (including high-net-worth individuals) and institutional entities such as retirement plans, charitable institutions, foundations, endowments, trusts, estates and corporations. The firm offers ongoing portfolio management and consulting, generally under written advisory agreements that specify discretionary or non-discretionary authority.
The firm’s investment process relies primarily on fundamental analysis and long-term portfolio construction, using bonds, stocks, ETFs and mutual funds with an asset-allocation approach across cash equivalents, income-oriented and equity-oriented securities. Portfolios are tailored to client risk tolerance, time horizon, cash flow and tax considerations, and accounts are reviewed on a continuing basis with in-depth quarterly reviews.
Notably, all of the firm’s reported assets are managed on a discretionary basis and the firm accepts a range of institutional clients in addition to individual investors, which is less common for firms of its size. Fien recommends Charles Schwab as custodian and uses Schwab Advisor Services’ institutional support, maintains a Code of Ethics that permits monitored employee trading with pre-clearance, and typically votes client proxies (disclosing and seeking consent for material conflicts).
Client services
Expertise
Fee options
Fixed charge or annual fee may be charged, specific amounts not stated
$0 - $500,000: 1% $500,000+: 0.75%
Hourly rate available, specific amounts not stated
Main office
110 Allens Creek Road
Rochester NY 14618
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark F
CFA®
Rochester, NY
Fien Capital Management, LLC
Mark Fien is a CFA® charterholder and principal at Fien Capital Management, LLC in Rochester, NY, with 25 years of experience at the firm. He has served in investment management and consulting since 2001. Fien Capital Management provides investment management and consulting services to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable institutions, and corporations. The firm uses a fundamental analysis approach with a focus on long-term portfolio construction, managing assets primarily on a discretionary basis across a diversified set of securities tailored to client-specific factors.
Damian W
CFA®
Rochester, NY
Fien Capital Management, LLC
Damian Weidmann is a CFA® charterholder with four years of industry experience, currently serving at Fien Capital Management, LLC. He has been with the firm since 2006. Fien Capital Management provides investment management and consulting services to both individual and institutional clients. The firm employs fundamental analysis and long-term portfolio construction across various asset classes, managing all assets on a discretionary basis and offering tailored portfolios reviewed quarterly.
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