Nationally recognized for its innovative investment strategies, Foldes Financial Management specializes in providing customized hedging investment solutions to high net worth individuals and their families, retirement plans, trusts, foundations and endowments. Our goal is to reduce volatility, preserve principal and achieve stock market returns. We do this by understanding the relationship between asset classes to make sure that there is a life jacket if certain investments in your portfolio are declining.

Foldes Financial Management provides investment management services for conservative individuals and institutional investors. We also provide comprehensive financial planning to individuals, families and small businesses.