Buena Vista, CO Office

Foundry Financial provides discretionary investment management, one‑time and referral-based financial planning, and pension consulting to individuals, high‑net‑worth clients, and charitable organizations. The firm offers ongoing portfolio management alongside financial planning recommendations and may refer prospective planning clients to a third‑party planner when appropriate.

The firm implements risk‑based, diversified portfolios using a mix of no‑load mutual funds, ETFs, individual stocks and bonds, municipal securities, certificates of deposit, money market funds, and options when appropriate, employing fundamental, technical, cyclical, charting, and passive analysis. Adviser-held discretion allows it to trade on behalf of clients while emphasizing long‑term allocation and coaching clients against short‑term market timing.

Foundry discloses several arrangements that affect how clients receive services: it has a referral agreement with a third‑party planner and discloses that a firm principal holds unexercised shares in that planner’s parent company and that the firm may receive a percentage of planning fees for referrals. The firm also engages a third‑party adviser to execute or manage trades (Sage Trading Collective), pays that adviser directly rather than charging clients an extra subadvisory fee, and provides pension consulting as an ERISA fiduciary.