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Fountainhead

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Advisor Insights

LEVERAGING STRATEGIC PARTNERSHIPS TO BOLSTER YOUR RIA BUSINESS

September 12, 2023 by [email protected]

As a Registered Investment Advisor (RIA), delivering exceptional financial advice and services to your clients is paramount. However, growing and scaling your RIA business, while maintaining a high level of client satisfaction, can be a challenging task. The most effective way to address these challenges is by forming strategic partnerships. These partnerships can enhance the […]

Filed Under: Advisor Insights

EMBRACING OUTSOURCING: A TRANSPARENT CONVERSATION WITH YOUR CLIENTS

August 8, 2023 by [email protected]

As a financial advisor, your primary goal is to provide the best possible service to your clients, ensuring their financial well-being, helping them achieve their goals, and lessening their financial anxieties. To achieve this, you must wear many hats, including that of the investment manager or portfolio manager. However, in today’s complex and ever-changing financial […]

Filed Under: Advisor Insights

A STRATEGIC APPROACH TO TAX OPTIMIZATION

July 5, 2023 by [email protected]

Taxes are typically a client’s largest or second largest expense. In response to this fact, it is imperative that financial advisors develop and implement an approach to dealing with taxes to produce better outcomes. However, this is often easier said than done. The inherent complexities surrounding taxes can make it difficult to implement a firm-wide […]

Filed Under: Advisor Insights

A BETTER APPROACH TO REBALANCING

June 9, 2023 by [email protected]

Rebalancing is a cornerstone of the wealth management industry. It allows advisors to manage risk, capitalize on market opportunities, and align investments with their clients’ changing goals and time horizons. By periodically adjusting the portfolio’s allocation, rebalancing ensures that investments remain in line with long-term objectives and risk tolerance, while also providing a disciplined approach […]

Filed Under: Advisor Insights

A DEEP DIVE INTO THE WORLD OF OUTSOURCED CHIEF INVESTMENT OFFICERS

April 25, 2023 by [email protected]

HOW PARTNERING WITH AN OCIO ALLOWS ADVISORS TO BETTER SERVE TODAY’S HIGH NET WORTH INVESTORS The concept of using an Outsourced Chief Investment Officer (OCIO) to manage fiduciary risk while providing more specialized investment resources began in the corporate world, where pension fund managers turned to external managers for their marketplace knowledge and expertise. The […]

Filed Under: Advisor Insights

HOW DOES AN OCIO COMPARE TO A TAMP?

April 6, 2023 by [email protected]

COMPARING OCIOS VS. TAMPS The marketplace for outsourced investment solutions can be a very confusing place. In an industry that loves acronyms, the world of outsourced solutions is a melting pot that boils down to a bowl of alphabet soup. Between TAMPs, UMAs, SMAs, and OCIOs it’s hard to figure where one begins and other […]

Filed Under: Advisor Insights

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  • 732-346-1900
  • Schedule an intro call with FAM
  • 10 Independence Blvd., Suite 120, Warren, NJ 07059

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Contact Us

  • 732-346-1900
  • Schedule an intro call with FAM
  • 10 Independence Blvd., Suite 120, Warren, NJ 07059

Fountainhead Asset Management

With Fountainhead Asset Management you receive the luxury of focusing solely on your key advantages by allowing us, your partner, to lead on all investment related matters. As your CIO, and aligned as your partner, our goal is to provide a seamless experience for the client while empowering you to devote all your time on fully servicing existing clients and attaining new ones.

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Copyright © 2023 · All Right Reserved. This website is designed to provide a high-level view of Fountainhead AM, LLC’s (“FAM”) approach to investment management. Detailed information about FAM, including fees, services, and conflicts of interest, are found in FAM’s current ADV 2A Brochure. A copy of the brochure is available upon request from the firm, and is also publicly available through the Investment Adviser Public Disclosure website. FAM provides advice only to other registered investment advisers; it does not contract directly with individual clients. FAM provides investment advice only after entering into an investment management agreement and providing current copies of the firm’s disclosure documents. Nothing contained in this website should be construed as investment advice. No investment process can provide a guarantee of investment gain or a guarantee that losses will be avoided.