Cave Creek, AZ 6702 E Cave Creek Road Office

Foothills Advisors serves individual and high‑net‑worth clients as well as corporations and business entities, offering discretionary asset management and financial planning; portfolio management clients receive a complimentary financial plan at the start of the relationship. The firm also runs public seminars and workshops described in the brochure as educational in nature rather than as tailored investment or tax advice.

Foothills operates with discretionary trading authority, may appoint third‑party sub‑advisors to manage portions of client assets, and applies a mix of fundamental and technical analysis as well as Monte Carlo methods in portfolio construction and planning. Its stated investment toolkit includes long‑ and short‑term holdings, covered‑call option writing, and — for legacy accounts — the use of margin and derivatives within separately managed accounts.

Notable distinctions relative to peers include the firm’s explicit disclosure of borrowing and derivative use in separately managed accounts and its ongoing program of public educational seminars, both of which are uncommon among similar supported firms. The brochure also discloses affiliated insurance activities (with associated commission income) and non‑advisory business interests of the managing member, plus receipt of economic benefits from custodial and sub‑advisor relationships — items the firm identifies as potential conflicts and says it manages through disclosures and fiduciary procedures.