A complete list of active advisors currently associated with John C. Foti, DBA Experient Portfolio Management
Warmer can help you find a great advisor at John C. Foti, DBA Experient Portfolio Management or one who fits your needs even better.
Experient Portfolio Management provides custom portfolio management for individuals and small businesses, including retirement accounts and select high‑net‑worth clients, implementing investments in individual stocks and bonds, ETFs, options, and short‑term cash equivalents. As of December 31, 2025 the firm reported approximately $7.38 million in assets under management across five discretionary client accounts. The firm’s approach centers on custom asset and sector allocation and the use of proprietary growth and value model portfolios, drawing on charting, fundamental and technical analysis and a mix of long‑ and short‑term strategies rather than systematic market timing. Services are tailored through one‑on‑one interviews and questionnaires, and the adviser will accommodate client‑imposed restrictions and adjust strategies for special situations such as low‑basis stock, legacy holdings, stock options or specific tax considerations. Notably, the adviser also acts in a separate capacity as a licensed insurance producer and may sell life insurance and annuities for commission, a dual role the brochure discloses as a potential conflict of interest while noting clients are under no obligation to purchase such products through the firm. Other distinguishing details include a small, concentrated client base with all assets managed on a discretionary basis, the firm’s customary recommendation of a particular custodian for institutional trading services, and a policy that leaves proxy‑voting decisions to clients.
To learn more about the advisors currently working at John C. Foti, DBA Experient Portfolio 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.
Name |
Location |
Years of experience |
|---|---|---|
Tillamook, OR
| 26
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")