A complete list of active advisors currently associated with Foxman Asset Advisors Inc.
Warmer can help you find a great advisor at Foxman Asset Advisors Inc. or one who fits your needs even better.
Foxman Asset Advisors provides advisory services to individual investors as well as corporations, trusts, and foundations, delivering ongoing discretionary portfolio management, financial planning, and consulting. The brochure notes there is no account minimum and that the firm uses a third‑party platform, Pontera, to facilitate management of held‑away retirement plan participant accounts. The firm documents client objectives in written Investment Policy Statements and generally pursues long‑term trading informed by fundamental analysis, modern portfolio theory, and quantitative techniques; it primarily recommends mutual funds but also uses ETFs, fixed income, real‑estate funds, municipal securities, and annuities. Accounts are typically managed on a discretionary basis, custodied at Charles Schwab or Interactive Brokers, and the firm states it seeks best execution while also receiving custodial research and technology services. Noteworthy distinctions include affiliations with an accounting business and insurance activities: the firm is affiliated with an accounting group and several supervised persons are licensed insurance agents and registered representatives with PKS, with the brochure disclosing that these outside activities can result in commissionable sales and related conflicts that are documented for clients. The firm also highlights use of the Pontera held‑away platform to avoid custody and discloses the uncommon practice of permitting borrowing in separately managed accounts, both of which can affect risk, custody considerations, and how accounts are administered.
To learn more about the advisors currently working at Foxman Asset Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Rockville, MD
| 28
| |
Rockville, MD
| 1
| |
Rockville, MD
| 8
|
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