Expertise

Dedicated team of Investment Professionals located in Cleveland, Ohio
Approximately 100 years of collective experience, previously managing $40 billion in Assets under Managment (AUM).

CFA® Charterholders.


Institutional Quality

Delivering institutional quality, reliable portfolio solutions that fit many needs in the financial planning process.


Compliance

Fundamentum is supported by a team of Compliance Professionals who provide oversight and clear guidance on Compliance related matters.


Fund Manager Access

Advisors have  full access to the Portfolio Management Team for consultation and presentation support.

Unlike most third-party asset managers, the Fundamentum team is accessible to discuss markets and strategize about client and prospect portfolios.


Competitive Pricing