Marc Roberts, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
Portfolio Manager William Preston, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
FAM Small Cap Fund Portfolio Manager Kevin Gioia provides a strategy overview, performance update, and stock story.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
In this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion.
If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271.
In this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth.
Here are some of the topics covered:
Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.