Investment approach
Investment management should be grounded in principles - not predictions.
Depending on the client and engagement, investment analysis may include fundamental, technical, and economic considerations.
Portfolios may use:
- Mutual funds
- Exchange-traded funds
- Individual equity securities
- Fixed-income securities
- Cash and short-term instruments
- Other investments determined to be appropriate
Strategies may be active, passive, or a combination of both. No particular investment or asset class is appropriate for every client.
Investment-management fees
Fees are applied as a straight-tier schedule, billed quarterly in arrears, and based on the ending account value for the billing period. Accounts opened or closed during a quarter are generally prorated based on the number of days managed.
Fees are negotiable. The applicable fee will be stated in the advisory agreement.
Custodial charges, transaction charges, fund expenses, trading costs, wire fees, margin interest, deferred sales charges, and other third-party expenses are separate from Foothills Investments’ advisory fee.
Foothills Investments does not receive commissions from the sale of investment products and does not charge performance-based fees.
Foothills Investments does not currently state a formal minimum account size; all relationships remain subject to service fit, complexity, and operational feasibility.