DO GOOD. LIVE WELL.
At Foundry, we believe you can live well and do good through thoughtful investing.
We design investment portfolios tailored to you, your specific goals, values, and risk tolerance, while using institutional class mutual funds, exchange traded funds, and fixed income securities.
We’re not in the business of trying to pick individual stocks, beat the market, or outperform a specific industry index, which academic research has consistently shown to fail over the long-term and only increase costs to investors. Instead, we seek to build evidence-based portfolios and adopt environmentally- and socially-conscious strategies for those who want them.
Investing is more of a science than an art. Our firm uses decades of research performed by Nobel Laureates, and not the the opinions of the latest cable news talking head.
We believe that making decisions based on evidence rather than whims will give you the best odds of success.
REBALANCING & TAX LOSS HARVESTING
When applicable, we rebalance your accounts regularly to ensure they adhere to your target allocation, factoring in transaction costs, diversification, and tax outcomes. We also harvest tax losses in market declines to save you money on your tax return, while keeping you invested in the market.
Ethical investing is a way of investing that aims to give you strong returns while staying true to your values. Evidence shows ethical investment returns have historically been comparable to conventional ones. A review of academic research found that investing sustainably improves returns or doesn’t harm them.
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