Core Beliefs

Investment Approach

Investment Strategy Diagram color edit

Foundation Investment Group utilizes a broader base of asset classes in order to create more diversified, less volatile, and higher yielding portfolios.  

We broadly divide the investment world into three asset categories: 

Real AssetsTraditional Strategies, and Alternative Financial Strategies.

 

Portfolio Benefits


Combining investments from each asset category creates the potential to reduce portfolio volatility, increase current income, and provide the potential for positive investment results in any market environment.

Real assets and alternative financial strategies have a history of low and noncorrelation to traditional stock and bond investments. As a result, they have the potential to behave differently in varying market conditions. Additionally, many alternative investments that we utilize generate significant income relative to traditional investments.

Low correlation has the potential to moderate the effect on the portfolio from shocks that may hit certain markets, asset classes, or investments.

If an investor's goal is to secure higher risk-adjusted rates of return, then adding alternative investments to the traditional portfolio may be an attractive option, although there are no guarantees regarding performance.

 

Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. Nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. A nontraded REIT lacks the marketable liquidity of a publicly traded REIT and may be difficult to redeem at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested. There is no assurance that the investment objective will be attained. Diversification and assets allocation programs do not assure a profit or protect against loss in declining markets, and they cannot guarantee that any objective or goal will be achieved. Past performance is no guarantee of future results.