Fountainhead Asset Management

It Starts With Your Business

It Starts With Your Business

At Fountainhead Asset Management (FAM), our outsourced chief investment office (OCIO) solutions are tailored to align with the unique needs and goals of your business. This allows you to deliver an integrated, institutional-level, investment approach.

Through deep market expertise leveraged by an integrated technology stack, we provide a comprehensive suite of solutions that go beyond conventional asset management services. We are dedicated to fully understanding the complexities of your business, seamlessly incorporating our solution suite into your practice, and ensuring alignment with your long-term vision, while offering a clear path to meaningful growth of your business.

Our Commitment

Empowering Growth Through Innovation & Collaboration

Fountainhead Asset Management (FAM) was established in 2017 with an initial mandate to help an existing RIA leverage technology and investment expertise, enabling their advisors to focus exclusively on client acquisition and servicing. This collaborative partnership played a key role in the RIA’s impressive growth from approximately $100 million to over $1 billion in assets under management.

FAM is committed to fostering a culture of innovation and collaboration, while continually enhancing and expanding its service offerings. This enables its extensive network of independent Registered Investment Advisors (RIAs), associated Investment Advisor Representatives (IARs), and Financial Intermediaries to significantly broaden their scope and scale while staying at the forefront of their industry, resulting in meaningful asset growth.

Learn how you can grow
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