The Foundry Investment Management Process

Know What Makes You Different

Before investing, we must have a thorough understanding of your financial plan. What are the key life goals that this money will help you achieve? Our discovery process and understanding of your financial situation puts us in and ideal position to guide your portfolio.

Create a Strategy

Your portfolio should reflect your unique financial plan. Factors to be considered include:

  • Risk and return objectives
  • When you will need the money income and distribution needs
  • Charitable considerations
  • Trust requirements
  • Other unique circumstances

Your strategy and our management approach will be clearly outlined in a written investment policy statement.

Execution

Professional investment management allows you the time to enjoy life while we oversee your plan. Our ongoing work includes:

  • Reviewing research and analysis
  • Asset allocation and rebalancing
  • Performance Reporting

We will reach out to you proactively to discuss your needs, review your strategy, answer questions, and keep you informed.

Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including loss of principal.