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Omaha, NE Office

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Footprints Asset Management & Research, Inc. logo

Footprints Asset Management & Research, Inc.

Supported

Firm-wide stats for Footprints Asset Management & Research, Inc.

Total advisors

2

Across 2 offices

Clients per advisor

50 Typical

Avg AUM per client

$418,091 Low

HNW client ratio

11% Low

About

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.

Based on Footprints Asset Management & Research, Inc.

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Based on Footprints Asset Management & Research, Inc.

Occupation focus

Executive

Based on Footprints Asset Management & Research, Inc.

Location

Omaha NE

Advisors at this office

1

View complete list of advisors at this office
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