Your Trusted Investment Partner
You create impact.
We Help It Endure.
For more than 50 years, Fenimore Asset Management has helped invest, protect, and grow assets for nonprofits so they can make an impact for generations.
Partner with an independent,
community-driven firm.
OUR VALUES
To Serve with Total Integrity
To Provide Superior Return and Profit
To Commit to Excellence
To Be a Friend
Built on Decades of Trust.
Fenimore’s first nonprofit investor engaged us in 1976 — they remain a client to this day. We have extensive experience working with foundations, endowments, and various nonprofit organizations. Fenimore knows the significance of their fiduciary responsibilities and our risk-conscious philosophy seems to suit their needs. They also appreciate having direct access to our professionals.
50+ years
investing, protecting and growing assets for nonprofits
200+ years
of investment management experience on our research team
Independent
100% family and associate owned.
Locally rooted
and passionate about community service
A hands-on
research-focused investment approach with personalized service
315+ nonprofits
trust us with their investments
OUR APPROACH
In-Depth Research.
Insightful Investing.
Our investment research team conducts independent, in-depth analysis to uncover valuable insights into the companies behind your investments. We handpick investments based on this firsthand knowledge and our proven, market-tested approach, focusing on creating long-term value for our investors. By investing alongside you, we aim to become your trusted investment partner.
Take a closer look at our handpicked investments.
Our focus on quality and purpose guides everything we do. We’re passionate about visiting companies, meeting with management, and doing everything in our power to manage risk. In a typical year, that includes 140+ in-person meetings with companies.
Drew Wilson
PORTFOLIO MANAGER, FAM VALUE FUND
We have partnered with Fenimore Asset Management for decades as a trusted investment manager of funding that helps ensure we can achieve our mission with the youth and families we serve. The team at Fenimore is incredibly knowledgeable and supportive and truly have our organization’s best interest at heart. Our funds have continued to grow over time, no matter how the market is performing. This is a testament to Fenimore’s research and strategies while selecting companies in which to invest. We highly recommend Fenimore for any non-profit looking to grow their resources.
—Executive Director, Capital Region Nonprofit
We have been partnering with Fenimore Asset Management since March 2020. Having a partner who truly listens to our concerns and needs and appreciates the work we do, was very important to us. They don’t just give advice; they roll up their sleeves and work alongside us. In addition, Fenimore is very thorough with market research and communicates with us when there are market changes that could potentially impact our portfolio. As a nonprofit, it is critical to our long-term solvency and success to have a trusted investment partner.
— Executive Director, Schenectady County Nonprofit
Fenimore has provided us with investment management services for many years. They are customer centric, and service minded. We are very happy with the overall relationship with Fenimore!
— Chair, Nonprofit Board of Trustees
These testimonials about Fenimore’s advisory services have been given by our investors. No compensation was given in exchange for the testimonials. Due to Fenimore’s relationship with the testimonial-providers, material conflicts of interest may arise, including, but not limited to, their relationship with Fenimore.
These testimonials may not be representative of the experience of other investors and the testimonials are no guarantee of future performance or success.
Invested In Your Mission
Because we understand what it means to serve.
Fenimore is committed to enriching our region through charitable giving, including community service and financial support. Our vision is to transform lives and transform communities for generations.
Meet The People Behind the Partnership.
At Fenimore, people are our greatest advantage. Our associates are conscientious stewards of our investors’ capital and committed to always serving with integrity.
Partner with a Firm that’s Invested in Your Purpose.
Together, we’ll explore how we can help you achieve your financial goals and invest for the future.
Stop in at Albany or Cobleskill, call 800.932.3271 or please fill out this form and one of our associates will contact you to set up a meeting.