top of page
INDEPENDENT
FRM is employee-owned and our sole source of revenues is directly from our clients who hire us to make their investment decisions
DISCIPLINED
We adhere to a strict value investment philosopy, seeking to deliver long-term performance while protecting against a permanent loss of capital
EXPERIENCED
Our team has a 30-year history of managing portfolios and includes
7 CFAs and 5 CPAs
INSIGHTFUL
We use our own bottom-up research and analysis process developed over 50+ years to directly invest in individual stocks and bonds
![sig_13_x_19_final_combo_no1_sky_wk_new_l](https://static.wixstatic.com/media/c9c43d_2953d2ffc72f439380b7009f21e5914f~mv2.jpg/v1/crop/x_0,y_259,w_1284,h_263/fill/w_1421,h_291,al_c,lg_1,q_85,enc_avif,quality_auto/sig_13_x_19_final_combo_no1_sky_wk_new_l.jpg)
Portfolio Management for Institutions and Families
Founded in 1992, Foundation Resource Management is an employee-owned firm in the sole business of managing investment portfolios for clients such as insurance companies, charitable foundations, hospitals, retirement plans and families. We have a 30-year history of overseeing separately managed portfolios of individual stocks and bonds, chosen using a fundamentals-based value investing discipline. Our decision making is guided by honesty and integrity, and we are honored to serve as fiduciary stewards for our clients' capital.
bottom of page