Your Trusted Investment Partner
SOLUTIONS
RIGHT FOR YOU
Fenimore’s investment management strength is built upon a legacy of fundamental, concentrated investing with a focus on quality. We are a hands-on, strategic partner to the investors, advisors, and institutions we serve, providing direct access to our portfolio management team and transparency into our process every step of the way. While past performance does not indicate future performance, our long-term results reinforce why to invest with us. Fenimore has delivered compelling risk/return profiles across our suite of wealth management and retirement planning solutions. If you are interested in learning more about our services, we encourage you to schedule a meeting with a member of our team today.
HOW WE INVEST
MUTUAL FUNDS
FAM Funds was established in 1987 to provide nationwide access to our dedicated investment management experience. Fenimore Asset Management, manager of the FAM Funds, is an independent, boutique, asset management firm dedicated to quality investing and quality service. For more information about our mutual funds and the current prices, please feel free to give us a call.
SEPARATELY MANAGED
ACCOUNTS
Fenimore has delivered fundamental research, bottom-up security selection, and concentrated portfolio management since 1974. We seek to invest in quality businesses that demonstrate defensible competitive advantages. To support our qualitative assessment, we evaluate profitability and cash flow metrics, asset and capital efficiency, and balance sheet strength. With a highly trained and experienced portfolio management team, we aim to provide our investors with maximum returns all while minimizing risks.
INVESTOR EDUCATION FOR
INDIVIDUALS & FAMILIES
Saving for your child’s education fund? Need information about retirement planning?
From traditional and Roth IRA rollovers to retirement income planning, we’re here to help individuals and families achieve lifelong financial goals. Contact us today to speak with one of our investor relations associates or to schedule a meeting. We are proud to serve clients throughout Albany, Schenectady, Saratoga Springs, and Latham, NY.