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Investing for What Matters Most

Investing for What Matters Most

Fenimore’s Director of Private Client Services, Kevin Smith, CFP®, hosts this investor education video and covers topics such as:

  • How Your Savings Compare to Your Age Group
  • How Much Should You Save and Where
  • Paying Down Debt vs. Investing
  • Understanding Different Retirement Accounts
  • The Impact of Inflation on Your Savings
  • An Action Item Checklist
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Quality. Consistency. Access.

QUALITY. CONSISTENCY. ACCESS.

How does FAM Funds partner with its advisory clients? Senior Vice President Anne Putnam and Senior Director Bill McCartan share how we:

  1. Service our investment advisors
  2. Provide complementary equity solutions
  3. Manage by conviction as a fundamental value investor
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