THE FOUNDATION INVESTMENT GROUP

Overview

The Foundation Investment Group LLC is a fee-based advisory firm focused on individual and family clients, with additional advisory work for small businesses and larger institutions. The firm operates as a capital allocator: it constructs and manages discretionary portfolios, and it also selects and oversees third-party managers on behalf of clients. Fee arrangements include a percentage of assets under management and fixed-fee engagements. Investment activity emphasizes a blended approach that combines public market instruments with a meaningful allocation to alternatives. The firm is not an active ESG investor and does not identify as a pension consultant. Its advisory services center on portfolio management for individuals and businesses and the selection of other advisers, indicating a model that relies on both in-house portfolio construction and external manager relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices