A complete list of active advisors currently associated with Footprints Asset Management & Research, Inc.

Warmer can help you find a great advisor at Footprints Asset Management & Research, Inc. or one who fits your needs even better.

Footprints Asset Management & Research is an SEC‑registered investment adviser that manages roughly $41.9 million for about 100 clients, primarily individual and high‑net‑worth investors, along with retirement plans and an investment company (a mutual fund). The firm provides discretionary investment supervisory services through separately managed accounts and offers guidance on IRA rollovers and portfolio construction. The firm manages portfolios under an “Absolute Value” philosophy oriented to multi‑year holding periods (typically three to five years), applying fundamental and technical analysis and tailoring tax considerations on a client‑by‑client basis. FAMR may use margin and limited derivatives strategies in its SMAs, including covered‑call option writing, and performs ongoing monitoring with at least monthly reviews. Compared with similarly sized supported advisers, Footprints is noteworthy for serving an investment company client and for explicitly employing derivatives within separately managed accounts—both practices that are relatively uncommon among peers. The firm operates a small team that centralizes trade aggregation and allocation processes and custodies client assets through a national institutional custodian, which it cites as part of its execution and reporting framework.

To learn more about the advisors currently working at Footprints Asset Management & Research, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.