Foundation Resource Management currently has approximately 95 clients. Our goal is to provide outstanding personal service to each of them. While we desire to grow, we intend to ensure that our existing client base receives premium service. A large part of our responsibility to our clients is two-way communications with them. We feel that this is very important; therefore, we desire face-to-face meetings at least annually.We typically report to our clients at the end of each calendar quarter, but we will work with you to meet any interim reporting requirements you may have. Included in our quarterly reporting to our clients is a written commentary describing various factors influencing security prices. We work very hard to explain our thought processes and areas in which we feel it important to focus. In addition to a quarterly commentary, FRM also includes various reports including portfolio appraisals, cash activity details, and various performance reports with comparisons to selected performance benchmarks. A wealth of various other reports is available upon request. Just let us know what your specific needs are, and we will work to meet them and hopefully exceed your expectations at the same time.
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