The firm utilizes a myriad of investment vehicles from equites, fixed income, private non-correlated assets and insurance products. A customized allocation is derived after a thorough personal financial plan has been completed. No plan or investment allocation is identical, each client is suited based on their individual needs.

Customized portfolios are constructed based on suitability and comfortability of each client.

Asset allocation is determined after a comprehensive financial analysis of each clients’ goals and objectives.

Foothills utilizes in-house research as well as outside counsel from multiple money managers, investment firms and reputable research professionals.

We employ tactful strategies with consistent rebalancing in trying to mitigate risk and control volatility.

Regular meetings and due diligence are scheduled with all companies and or, investment groups whose strategies are implemented by Foothills.