Zach Horn, Investment Manager, Foster & Motley met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s holistic wealth management approach and diversification through alternatives.
Founded by an investment manager and a financial planner over twenty years ago, Foster & Motley currently manages $1 billion+ in client assets. Originally offering separate management and planning services, the firm eventually shifted their focus to an holistic approach. “Joining forces” was ultimately beneficial to the clients, believes Horn.
Conducting in-house research, Foster & Motley utilizes traditional stocks and bonds as well as alternatives. Although “alts have been lagging” as of late, Horn continues “to tell the story that diversification is your friend.”