A complete list of active advisors currently associated with Fountain Square Asset Management

Warmer can help you find a great advisor at Fountain Square Asset Management or one who fits your needs even better.

Fountain Square Asset Management is a registered investment adviser that serves individuals (including high-net-worth clients), families, and institutional entities such as retirement plans, estates and trusts. The firm, organized in 2021 and operating with a small team of advisors, provides ongoing discretionary and non‑discretionary portfolio management along with financial planning and consulting services to roughly 394 clients and manages about $233.7 million in client assets. Investment management is delivered primarily through discretionary, model‑based portfolios that the firm oversees and frequently sub‑advises to third‑party managers; clients’ accounts typically include exchange‑listed securities, mutual funds, ETFs and separate accounts, with occasional use of private funds or private placements. Fountain Square emphasizes asset allocation (including mean‑variance optimization) and employs a mix of fundamental, technical, quantitative and qualitative analysis in constructing and monitoring portfolios. What distinguishes the firm among peers of similar size is its use of third‑party sub‑advisers for model portfolios and its participation in the Pershing Advisor Solutions institutional program, which provides access to institutional trading, custody and technology benefits (and which the firm discloses as a potential conflict of interest). The brochure also discloses that several supervised persons maintain outside broker‑dealer and insurance licenses, and the firm notes policies such as a Code of Ethics and other procedures intended to address those conflicts; financial planning is generally provided at no additional charge to investment clients.

To learn more about the advisors currently working at Fountain Square Asset 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.