About Foundations Investments Advisors
Foundations Investment Advisors ("Foundations") is a fee-based SEC Registered Investment Adviser ("RIA") located in Phoenix, Arizona, with a considerable amount of client assets under management (AUM) with over $4 Billion in client assets under management. The firm predominantly provides risk-managed portfolios to help serve individuals who are either planning for or currently in retirement, in addition to institutional clients. Foundations provides comprehensive financial planning services, employing a dedicated team of in-house professionals, including certified financial planners (CFP) and chartered financial analysts (CFA).
Foundations Investment Advisors, LLC Products Listed on Cboe
| Product | Symbol | Product Type | List / Transfer Date |
|---|---|---|---|
| Foundations Dynamic Core ETF | FDCE | ETF | 2023-10-03 |
| Foundations Dynamic Growth ETF | FDGR | ETF | 2023-10-03 |
| Foundations Dynamic Income ETF | FDTB | ETF | 2023-10-03 |
| Foundations Dynamic Value ETF | FDVL | ETF | 2023-10-03 |