|
|
|
| 1441 Main Street, 8th Floor, Springfield, MA 01103 | Tel 413-735-2000 or 1-866-276-4115 |
The Foundation Management Group offers our clients high quality investment management and consulting programs that are designed to meet each client's specific investment objectives and risk levels. |
 |
 Richard E. Ryall, CIMA, AAMS, Senior Vice President |
Our approach for management
and consulting is based on Modern Portfolio Theory utilizing active asset
allocation. Modern Portfolio Theory was pioneered by Harry Markowitz, who received a Nobel Prize for his work in 1990. Our approach to investing and consulting is based
on his theory: building portfolios with acceptable expected rates of
returns, while keeping risk to the lowest possible levels. This is
accomplished through the evaluation of multiple asset classes, correlation
measurement considerations, and security valuation analysis. Why The Foundation Management Group?When your important assets and savings are at stake, you need knowledgeable advice that you can trust.You need a team who has the right professional credentials and who puts your interests first. You need an advisor who is objective and whose compensation is fully disclosed. The Foundation Management Group can give you the peace of mind that comes with knowing you have planned prudently for your present and future investment needs. We understand the serious nature of preserving and building clients' wealth. Therefore, our goal is to manage this wealth carefully and responsibly  1441 Main Street, 8th Floor Springfield, MA 01103 413-735-2000 direct 1-866-276-4115 thefoundationmanagementgroup@advest.com |
