We regard Founders as a collection of special members that have a unique attitude towards investing. We consider ourselves in partnership (although we are not a partnership) with our members and invest our own wealth alongside our clients. (In other words, "we set ourselves at the same table") This ensures we treat our members’ wealth the way we would like to have our wealth treated. This unique approach provides our members confidence that we are using the most effective manner toward achieving our goals---mutually building long-term wealth.

Founders takes active control of managing wealth and directly makes all investment decisions. Founders offers fee-only investment service and directly purchases securities for our members. We have no conflict within our firm---the client comes first. There are no commissions or fees "hidden" within a portfolio. We seek to minimize trading and try to find the "best execution" when purchasing or selling a security.

Founders focuses on risk management when managing wealth. Risk management serves as a foundation for successful investment. We believe it is extremely important that investors understand the risks they are taking when investing in securities. It is important to directly match an investment portfolio to risk tolerance, as a mismatch can lead to volatility that is uncomfortable for our members. We invest in quality securities at the right price that will be held for a period of years. This allows Founders to monitor investments more closely than if they were in various mutual funds with constantly changing positions, and will keep our management fees lower.

Founders has a different viewpoint, one that is rooted in seeking long-term value. Founders bases its investment practices on value-based investing. We are disciplined, making investment decisions only after we have thoroughly measured the long-term value of a stock and/or bond. We are agnostic to the market and its direction, and we apply a rational thought process when we acquire any security. Our goal is to purchase quality securities that will obtain the highest compounding yield over the greatest length of time, ensuring that we have a "margin-of-safety" on each individual investment.

Founders will fully communicate with members, and assist them to achieve their investment objectives. We believe that members benefit from a fiduciary and due diligence standpoint, if they are able to have greater communication and commitment from the managers chosen to invest their funds. We are committed to keeping members informed of our investment choices and we will be open with our reporting, discussing the pros and cons of each holding. In this volatile, and often speculative market, we believe it is prudent to keep communication open and our members informed.


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