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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.
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