A complete list of active advisors currently associated with Fenimore Asset Management, Inc.
Warmer can help you find a great advisor at Fenimore Asset Management, Inc. or one who fits your needs even better.
Fenimore Asset Management provides discretionary portfolio management to a range of individual and institutional clients, including separately managed accounts for individuals, corporations, trusts, pension and profit‑sharing plans, and non‑profit organizations, as well as a registered investment company consisting of three mutual fund series and a privately offered pooled investment vehicle. The firm also offers non‑discretionary model portfolios delivered through third‑party broker‑dealer and adviser sponsors and, occasionally, written financial planning services to SMA clients. The firm follows a bottom‑up, value‑oriented investment approach grounded in the principles of Graham and Dodd, emphasizing fundamental company and credit analysis for both equity and fixed‑income selection. Fenimore manages accounts and funds under distinct mandates, exercises discretion where authorized, and provides periodic monitoring and quarterly written reports to shareholders, investors, and SMA clients. Noteworthy for a multi‑team firm, Fenimore both advises registered investment companies and acts as managing member/adviser to a private fund while maintaining an affiliated broker‑dealer that distributes its funds, arrangements that are less common among peers. The firm makes model allocations available through sponsor programs, offers institutional share classes accessible via intermediaries (including insurance companies and banks), and discloses meaningful personal and proprietary investments in the funds it manages with policies intended to address related conflicts.
To learn more about the advisors currently working at Fenimore Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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