ESTATE PLANNING: Why is it important? 

This video focuses on the importance of having an estate plan and the main goals. Having a thoughtful plan in place today provides peace of mind for the future.
(viewing time = 8:17)

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

ESTATE PLANNING: What are the key elements? 

Learn the core documents that are necessary to develop a solid estate plan as well as a simple checklist to follow and the value of coordination with various professionals.  
(viewing time = 12:53)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

ESTATE PLANNING: When should it be a priority? 

It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. Topics discussed include life events that prompt the priority of planning and how often you should review your plan. 
(viewing time = 8:55)

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

ESTATE PLANNING: How do you create a plan? 

This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and what to expect as you move forward with your estate plan. 
(viewing time = 7:14)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

Celebrating 50 Years of Investing

In an ever-changing world, consistency matters.

At Fenimore Asset Management, we’ve stayed true to our investment philosophy and guided investors through the many ups and downs since 1974.

For 50 years, investors have relied on our in-depth investment research, focus on quality stocks, and personalized service — from people who truly care.

Wall Street Week Interview with Tom Putnam: January 29, 1993

CHANGING TIMES. UNCHANGING PRINCIPLES: Looking back as we celebrate Fenimore’s 50^th Anniversary.

Join us in revisiting a pivotal moment: our Founder, Tom Putnam, sharing insights on Wall Street Week with Louis Rukeyser on January 29, 1993. Just like our steadfast stock selection process over the last 50 years, our mantra remains unchanged – focus on the long term.

At Fenimore, we meticulously assess companies through personal meetings, tours, and extensive research. Our criteria are rigorous: from understanding business models to ensuring strong balance sheets and ethical management.

Discover more in this interview excerpt

Active Management

Discover the difference of passive vs. active investing with Marc Roberts, CFA®, Portfolio Manager of the FAM Value Fund. Get insights into Fenimore’s approach to active management in our latest white paper Active Management, A Different Perspective.