FOXSTONE FINANCIAL

Overview

Foxstone Financial is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis. Investment activity is concentrated in publicly available pooled vehicles, with a stated preference for mutual funds and other public funds. Foxstone Financial does not identify as an active ESG investor and lists an insurance company among its industry affiliations. The adviser also functions as a conduit to third-party managers when bespoke or alternative exposure is required.

Assets & Accounts

Investments & Alternatives

Location & Offices