A complete list of active advisors currently associated with Foundation Resource Management, Inc.

Warmer can help you find a great advisor at Foundation Resource Management, Inc. or one who fits your needs even better.

Foundation Resource Management provides discretionary portfolio management of long-only individual equity and fixed‑income portfolios for a mix of individual and high‑net‑worth clients as well as institutional clients, including retirement plans, charitable institutions, foundations, hospitals and insurance companies. The firm manages separately managed accounts and accommodates client‑specific investment restrictions while providing ongoing supervision of accounts. The firm follows a value‑oriented, intrinsic‑value equity approach that emphasizes paying attractive prices to limit permanent loss of capital, relying on internal research, patience, and independent thinking for stock selection. Its fixed‑income management emphasizes capital preservation and current income, favoring diversified short‑ and intermediate‑term bonds and conservative maturity positioning while monitoring accounts on an ongoing basis. Notable distinctions include the inclusion of insurance companies among its client types and the firm’s explicit exclusion of non‑investment financial planning services, both of which are less common among comparable team‑based firms. The firm also provides portfolio performance analysis in client reporting (including comparisons to applicable indices) and operates with a relatively small, all‑CFA‑chartered investment team managing over $1 billion in discretionary assets with internal cross‑reviews of accounts.

To learn more about the advisors currently working at Foundation Resource Management, 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.