Fuller Asset Management

The firm selects 25 to 35 individual stocks based on fundamental analysis, targeting high-quality companies trading below intrinsic value. Portfolio turnover is intentionally low, consistent with a long-term ownership philosophy. The strategy avoids mutual funds, ETFs, and passive vehicles entirely.

Fuller builds laddered bond portfolios using individual municipals, corporates, and US Treasuries. Duration is matched to each client's liquidity requirements and tax situation. The firm does not use bond funds, preferring direct ownership for transparency and cost control.

It operates as a registered investment advisor serving multiple private clients, making it a traditional wealth manager rather than a dedicated single-family office. The firm has not disclosed any affiliation with a particular family or the presence of proprietary family capital.

There is no public record of pooled vehicles, private funds, or commingled structures. The firm's model appears built entirely around individually managed separate accounts, which distinguishes it from managers that layer proprietary fund products into client portfolios.

The firm has not published a leadership roster or named an investment committee publicly. Given its boutique size and Scottsdale-only footprint, investment decisions likely rest with a small core team, though specific individuals cannot be confirmed from available public records.