Foundation Resource Management is a value-focused investment advisory firm headquartered in Little Rock, Arkansas, founded in 1992. The firm manages separately managed portfolios consisting of long-only positions in individual stocks and bonds. Foundation Resource Management serves a diverse client base that includes individuals, high net worth individuals, retirement plans, charitable institutions, foundations, insurance companies, and hospitals. The investment approach centers on pursuing intrinsic value, paying attractive prices for stocks based on earnings or asset value, and conservative fixed income management designed to safeguard capital and generate current income. Foundation Resource Management does not provide standalone financial planning, estate planning, tax planning, or insurance services, focusing entirely on portfolio management and investment advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.85% |
Schedule represents equity investments. Fixed income investments are charged at 0.35% for the first $5 million and 0.30% for amounts over $5 million. Fees are negotiable for accounts exceeding $10 million.