SIMPLIFY YOUR INVESTMENTS
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RECENT READS
(These articles are distributed for informational purposes only. The authors' statements and opinions do not necessarily reflect the opinions of Foundry Capital Management LLC and are subject to change. Clicking on a link will take the reader to an external page that is not controlled by the firm and the firm's privacy and data security policies do not extend to external sites. Data and statistics contained in these articles are obtained from what Foundry Capital Management LLC considers to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed.)
INTEGRITY
Place client needs first.
Behave ethically.
Do no harm.
SIMPLICITY
Simplify the complicated.
Embrace the intelligible.
TRANSPARENCY
Explain all fees in detail.
Communicate clearly.
AFFORDABILITY
Operate efficiently.
Keep fees low.
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INVEST WITH US
OBJECTIVE
Consistent results, lower volatility than stocks over full market cycles
CAPITAL PRESERVATION FOCUS
Aim to balance between risk of losing money and missing gains
CONTAIN COSTS
Utilize Vanguard funds, low 0.50% advisory fee
ACTIVE ALLOCATION
Tilt exposure toward or away from stocks based on valuation analysis
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MEET THE TEAM
DECADES OF EXPERIENCE
PAUL RAMMING, CFA
Managing Member
STEVE WANEK, CFA
Managing Member
Prior to co-founding Foundry Capital Management, Paul served as investment analyst of the Deepview Capital Dividend Focus Fund, a private fund offered to sophisticated investors commonly known as "accredited investors." He was responsible for investment research, implementation of trading strategies, results analysis and client communications.
From 1996 – 2010, Paul was first a Fund Results Specialist then an Equity Research Associate at The Capital Group Companies where he analyzed fund returns, developed model portfolios and worked with analysts and portfolio managers evaluating new investment opportunities, meeting with company management teams and conducting due diligence on investments.
From 1993 – 1996, Paul was an Investor Center Representative at T. Rowe Price Associates where he executed trade orders and assisted fund shareholders with asset allocation and retirement planning.
Paul earned a B.A. in Economics from Pepperdine University (cum laude) and has been a Chartered Financial Analyst charter holder since 2001.
Prior to co-founding Foundry Capital Management, Steve served as portfolio manager of the Deepview Capital Dividend Focus Fund, a private fund offered to accredited investors. He was responsible for fund operations, final investment decisions and research oversight.
From 1996 – 2009, Steve was an Investment Analyst at The Capital Group Companies where he managed a research portfolio that reached almost $1 billion.
From 1990 – 1996, Steve was an Investment Control Associate at The Capital Group Companies where he was involved in the daily operations of administering client portfolios.
From 1989 – 1990, he was a Data Analyst at Wilshire Associates where he analyzed the portfolio makeup and returns for large pension funds.
Steve holds a B.B.A. in Marketing from the UW-Madison School of Business and has been a Chartered Financial Analyst charter holder since 1994.
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LINKS
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IMPORTANT FACTS
Disclaimer
Nothing herein is intended as legal or financial advice nor does it constitute an offer to sell, or a solicitation of an offer to buy securities. Advisory services are offered through Foundry Capital Management LLC, an investment adviser firm domiciled in the Commonwealth of Virginia. Opinions expressed herein are solely those of Foundry Capital Management LLC unless otherwise specifically cited. Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown.
For information about the qualifications and business practices of Foundry Capital Management LLC please refer to Form ADV below, also available on the SEC’s website at www.adviserinfo.sec.gov. Click on the “Investment Adviser Search” link and then search for “Investment Adviser Firm” using either the firm’s name or IARD (“CRD”) number, which is 172083.
While the firm and its associates may be registered and/or licensed within a particular jurisdiction, that registration and/or licensing in itself does not imply an endorsement by any regulatory authority, nor does it imply a certain level of skill or training on the part of the firm or its associated personnel.
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Registration Information
Advisory services are offered through Foundry Capital Management LLC, an investment adviser firm domiciled in the Commonwealth of Virginia. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
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