FRM is employee-owned and our sole source of revenues is directly from our clients who hire us to make their investment decisions
We adhere to a strict value investment philosopy, seeking to deliver long-term performance while protecting against a permanent loss of capital
Our team has a 30-year history of managing portfolios and includes
7 CFAs and 5 CPAs
We use our own bottom-up research and analysis process developed over 50+ years to directly invest in individual stocks and bonds
The FRM team is committed to providing outstanding investment management for our clients. The following firm principles guide everything we do.
Honesty and integrity are essential in all of our relationships and will never be compromised.
We are results-oriented.
We are team players. We value loyalty to our clients, to Foundation Resource Management and to our colleagues.
We are hard working but not at the expense of our families.
We always look for opportunities but emphasize downside protection and look for ways to minimize loss of capital.
We are entrepreneurial. We encourage responsible risk taking. We should always strive to improve from our mistakes.
We believe in having fun at work.
Additionally, our firm adheres to the CFA Institute's Asset Manager Code of Professional Conduct™. The CFA Institute Asset Manager Code™ outlines the ethical and professional responsibilities of organizations that manage assets on behalf of clients. The principles and provisions address six broad categories: (1) loyalty to clients, (2) investment process and actions, (3) trading, (4) risk management, compliance, and support, (5) performance reporting and valuation, and (6) disclosures.