Core Beliefs
Investment Approach

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 Assets, Traditional 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.