Foldes Financial Management

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Our Firm

Foldes Financial Management provides investment management services for conservative individuals and institutional investors. We also provide comprehensive financial planning to individuals, families and small businesses.

Who are we and who will provide your services?

Our firm is committed to providing our clients the same level of expertise and service typically available only to very large institutional clients. This includes the use of Nobel Prize winning Modern Portfolio Theory, technology, institutional level research and competitive institutional fees and transaction costs.

Foldes Financial Management accounts are managed in a prudent and technologically sophisticated manner.

Whom Do We Advise?

We advise those whom we believe can profit from our knowledge, experience and independence.
Our clients include:

Individuals and their families
Retirement Accounts & Pension Plans
Trusts
Foundations and Endowments
Estates
Small Businesses
Charitable organizations

We consider each client relationship to be unique, typically involving on-going investment management and/or comprehensive financial planning. This relationship is designed to assist our clients in generating income, increasing the value of their assets, providing for retirement, minimizing income and estate tax liability and dealing with issues of risk protection and management.