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About Us

Firm Overview

Our Primary Purpose

The advisors of The Foundation Investment Group have more than 80 years of combined experience and specialized knowledge in alternative investment strategies. Inclusion of alternative investments in a portfolio can be more complex than investing solely in traditional assets such as bonds, mutual funds, or equities. It requires an extensive understanding of their investment strategy and risks.

This is where FIG can work with you. We help our clients navigate this asset class and optimize their wealth management by integrating alternative investment strategies into their portfolios. We have access to the best managers, who bring expertise in areas such as real estate, private equity & credit, hedged trading strategies, geographic and sector diversification, niche markets, illiquid and distressed assets. When effectively implemented into an investor’s portfolio, alternative investments can improve risk-adjusted performance through diversification, reduced volatility, low correlation to traditional assets, and return.

We are an independent investment firm, not affiliated with or owned by a large bank or other such financial institution. This gives us the freedom to act in our clients' best interest, without pressure to promote a particular product or strategy. To chart our own course, we have chosen to strategically align with the following independent firms to better serve our client’s needs.

The Foundation Investment Group has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

The Foundation Investment Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned this website nor has Schwab independently verified any of the information. The Foundation Investment Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

We are excited to offer our clients the Black Diamond Wealth Platform, which is at the forefront of cloud-based technology, and offers our clients intuitive dashboards and smart integration. We also use Salentica Elements CRM, which helps us manage business processes and client relationships.

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