• 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.

photo courtesy of Chris M. Heiser