Foundation Associates Asset Management Inc.

Overview

Foundation Associates Asset Management Inc. is an independent, owner-operated registered investment adviser organized as a corporation that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges clients based on a percentage of assets under management, with the capability to assess performance-based fees. It is not positioned as a capital allocator, does not report active ESG engagement, and is not registered as a multi-state adviser. Advisory work centers on discretionary and non-discretionary portfolio management for private clients rather than institutional consulting or pension advisory. The firm is not newly formed and does not list any affiliated or related advisers.

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Location & Offices