John C. Foti, Dba Experient Portfolio Management

Overview

John C. Foti operates Experient Portfolio Management as a sole-proprietor RIA focused on portfolio management for individuals and small businesses. The practice combines advisory work with insurance brokerage, charging clients a percentage-of-AUM fee. The firm leans toward publicly traded equities as the core of client portfolios while also employing a range of third‑party alternative managers to add yield, diversification and tactical exposure. Experient Portfolio Management is SEC-registered and has been active since 2010; it does not position itself as an ESG specialist or a multi-state adviser. The client base is compact and high‑net‑worth by account metrics, which supports individualized portfolio construction and the use of non‑standard investment vehicles when appropriate. The firm’s custody and product choices indicate a mix of liquid, exchange‑listed positions for core allocation and specialized alternative and insurance products to address income, tax and risk‑management objectives.

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