John C. Foti, Dba Experient Portfolio Management

Overview

John C. Foti operates Experient Portfolio Management as a sole proprietorship and is registered as an independent registered investment adviser since 2010. The firm focuses on fee-based portfolio management for individuals and small businesses and also operates as an insurance broker, which informs its use of insurance products alongside discretionary investment management. The business charges a percentage-of-AUM advisory fee and serves a client base made up primarily of individuals and families. The adviser is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives