Our Firm


The Foundation Investment Group has more than 80 years of combined experience and specialized knowledge in alternative investment strategies with low correlation to stock and bond markets creating the potential for positive investment results in both up and down stock market environments.

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. This model differs from other, larger financial firms whose representatives are accountable not just to their clients, but also to the parent company that employs them.

We have chosen to strategically partner with the nation’s largest privately owned independent broker/dealer and the nation's largest custodian to offer additional resources and benefits to our investors:


  • RESOURCES – Supporting our independent platform is a partnership with Commonwealth Financial Network®, the largest, privately owned independent broker/dealer–RIA in the country. This gives FIG access to a broad array of research, technology, and investor services.


  • SAFETY – Custody and clearing services are provided by National Financial Services (NFS), a Fidelity Investments company. A leader in this field for more than 30 years, NFS leverages the strength and experience of the Fidelity organization.