Fuller Investment Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$264,464,740
Total clients
69
29% high-net worth
Total advisors
2
of 9 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$3,832,822
About
Fuller Investment Management Company, operating as FaithWise Investing, provides discretionary investment advisory and wealth management services to foundations, endowments, charitable organizations, families, individuals, and related entities such as family and charitable trusts. The firm is a wholly owned subsidiary of The Fuller Foundation, a nonprofit that facilitates charitable giving for Christian organizations and offers complementary services including trust administration, donor-advised funds, and charitable giving education.
FaithWise Investing emphasizes asset allocation and external manager selection, implementing portfolios with a mix of passively managed index funds, actively managed ETFs and mutual funds, separately managed accounts, and unaffiliated private investment funds where appropriate. It typically manages client accounts on a discretionary basis, offers an Institutional Portfolio for larger clients that may include alternative investments, and provides quarterly consolidated reporting and investment planning services.
Uncommonly for supported firms, FaithWise Investing sponsors and advises pooled investment vehicles — it serves as the discretionary investment adviser to an affiliated endowment fund and references its own pooled Funds — and recommends private funds and alternative strategies to qualified clients. The firm also uses client testimonials in its marketing materials and integrates investment management with affiliated charitable services, arrangements it discloses and monitors for potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2 million: 1.00% Over $2 million - $5 million: 0.85% Over $5 million - $10 million: 0.75% Over $10 million - $25 million: 0.65% Greater than $25 million+: 0.55%
Account minimum: $500,000
Main office location
Fuller Investment Management Company
135 North Oakland Avenue
Pasadena CA 91182, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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