Fenimore invests in a select number of quality companies as we seek to preserve and grow wealth over the long term. Access to the professionals managing their money provides our investors with confidence knowing what they own and why.
- Quality businesses with strong leadership can provide downside protection and upside potential
- Manage risk through an in-depth, consistent investment approach that has navigated multiple economic and financial market cycles
We believe in making our professionally-managed, no-load mutual funds available at low minimums. Our three mutual funds invest in stocks and can be used in any of the following accounts.
Take charge of your financial future today. Save for your long-term goals with a taxable investment account.
- Individual Investment Account
- Joint Investment Account
- Trust Account
- Uniform Gifts to Minors Act Account (UGMA)
- Uniform Transfers for Minors Act Account (UTMA)
These Acts allow minors to own property such as securities and are available to any adult who’d like to open an account for a minor.
Not sure what account is right for you? Give us a call at 800.932.3271.
Retirement accounts offer key advantages. Open an IRA and save for those golden years.
- Traditional IRA
Whether starting a new account or rolling over from an existing account, starting is easy.
- Roth IRA
Using after-tax dollars may still be used for retirement saving whether opening a new account or rolling over a Roth account.
- IRA Rollovers
Changing jobs or retiring? Take your retirement money with you by rolling over your retirement account into a FAM Funds IRA or IRA Roth .
A good retirement plan can help you achieve your financial goals and attract/retain employees. We make retirement investing easy to understand and administer.
- SIMPLE IRA (Savings Incentive Match Plan for Employees)
This type of account allows employers and employees to contribute to the company’s retirement plan and earnings grow on a tax-deferred basis.
- SEP Account (Simplified Employee Pension)
An IRA that allows a self-employed individual to potentially contribute more than a Traditional IRA account would allow.
- 403(b)(7) Account
It allows employees of certain tax-exempt employers to set aside a portion of their compensation for retirement purposes.
- Individual(k) Account
This 401(k) plan allows an owner to contribute both a profit-sharing component and a salary deferral component.
Separately Managed Accounts
We create customized portfolios for high-net-worth individuals, foundations, endowments, pension plans, and other institutions. Portfolios can include individual stocks and fixed-income offerings.
Fenimore’s time-tested, disciplined, repeatable investment process involves in-depth research and active monitoring of securities held. Our proprietary process is based on stringent investment criteria.
Fenimore’s Four Core Investment Criteria
- Quality Business
- Financially Durable
- Proven Management
- Margin of Safety
- Unwavering Investment Criteria
- Quality businesses
- In-depth research
- Proprietary models
- Value approach
- Access to management and annual visits
We ultimately rely on our own research and analysis for appraising the creditworthiness of businesses issuing debt, assessing their ability to repay bondholders, and selecting quality securities.
- Invest in Quality
Businesses with market leadership, conservative capital structures, and proven management
Invest when stock price is at a considerable discount to our assessment of intrinsic value
- Allocation Limits
At the stock and portfolio levels
Invest in American companies with appropriate global revenue to capture upside potential of international markets while having access to management and the stability of U.S. laws and accounting standards