Foundation Resource Management, Inc.

Gregory Hartz is a CFA® charterholder with over 33 years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 1992. The firm manages discretionary portfolios primarily focused on long-only positions in individual stocks and bonds for a diverse client base including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. Foundation Resource Management employs a value-oriented investment approach emphasizing intrinsic value and capital preservation, and it distinguishes itself by serving institutional clients such as insurance companies and hospitals and providing performance analyses in client reporting.

Zachary Riley is a CFA® charterholder with nine years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 2008. The firm provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, and institutional investors such as insurance companies and hospitals. Foundation Resource Management employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.

Meredith Moll is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Foundation Resource Management, Inc. in Little Rock, Arkansas, where she has worked since 2015. She serves as a trustee for a family trust that holds her residence. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in stocks and bonds for individuals, high net worth clients, retirement plans, and institutional clients such as insurance companies and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.

Christopher Fleischmann is a CFA® charterholder with 21 years of industry experience. He has been with Foundation Resource Management, Inc. since 2008, working within a six-advisor team based in Little Rock, AR. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in stocks and bonds for individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and capital preservation, serving a range of sophisticated and institutional clients.

Mark Millsap is a CFA® charterholder with 24 years of industry experience. He has been with Foundation Resource Management, Inc. in Little Rock, AR since 2001. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizes capital preservation in fixed-income management, and is notable for serving institutional clients uncommon in its peer group.