Foundry Capital Management

Foundry Capital Management is an independent, single-advisor investment advisory firm that provides discretionary portfolio management to individual clients, including high-net-worth individuals, with roughly $21.3 million in reportable assets across 19 client accounts. The firm focuses on separately managed investment accounts using mutual funds and ETFs and does not offer financial planning, insurance services, or wrapped (bundled) fee programs.

The firm’s investment process blends fundamental and technical analysis and anchors client portfolios in a low-cost, passively managed core (primarily funds-of-funds) while using valuation-based “tilts” — including metrics such as the 10‑year cyclically adjusted P/E (CAPE), market-cap-to-GDP and Tobin’s Q — to shift satellite allocations toward more or less aggressive postures. Portfolios are constructed to clients’ written guidelines and managed on a discretionary basis with the stated objective of smoothing drawdowns rather than attempting to outperform the market.

Distinctive features for a firm of this size include leadership by a CFA charterholder principal and the explicit use of broad macro valuation measures to guide tactical tilts around a passive core. The firm custody arrangement uses a single third-party custodian (Altruist) and participates in that custodian’s advisor support program (a relationship the brochure discloses as a potential conflict of interest), and the firm does not vote client proxies or provide proxy‑voting guidance.