A complete list of active advisors currently associated with Foundry Capital Management

Warmer can help you find a great advisor at Foundry Capital Management or one who fits your needs even better.

Foundry Capital Management provides discretionary portfolio management to individual and high‑net‑worth clients, typically using widely traded mutual funds and low‑cost funds‑of‑funds; the firm also offers model portfolios that incorporate actively managed mutual funds and provides retirement‑plan and IRA rollover analysis. Clients begin with a complimentary interview and execute a client engagement agreement to establish individualized investment guidelines. The firm blends fundamental and technical analysis and explicitly uses market‑valuation measures—such as cyclically adjusted P/E (CAPE), market‑capitalization‑to‑GDP, price‑to‑revenue and Tobin’s Q—to “tilt” client portfolios toward more or less aggressive positions based on market conditions. Its investment approach emphasizes simplicity, low expenses, and attempts to limit large drawdowns through a passive core plus targeted satellite adjustments rather than seeking to outperform broad market benchmarks. Foundry is a small, solo‑advisor independent RIA managing a concentrated client base and its portfolio manager holds the CFA charter, a credential that is less common among similarly sized firms. Operationally the firm relies on an unaffiliated custodian/broker‑dealer platform for execution and support, does not engage in proprietary trading or receive sales commissions, and does not vote client proxies—practices that differentiate it from some peers.

To learn more about the advisors currently working at Foundry Capital Management, 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.