Fundamental Advisors manages investments for U.S. private investment vehicles, focusing on special situations within the municipal market and assets related to community development. The firm targets investments in stressed and distressed assets, finances public purpose asset development, and acquires undervalued securities. They also use derivatives to manage exposure and risk. Fundamental Advisors also employs a specialty finance strategy focused on investing primarily in development and construction loans for solar energy generation facilities and solar energy plus battery storage and standalone battery storage systems across the U.S. The firm does not offer wrap fee programs.
Fee Structure
Fundamental Advisors does not directly manage investments for individual investors. They manage investments for private investment vehicles.