Updated:
Fuller Asset Management
Fuller Asset Management, LLC (FAM) is a fee-based investment advisory firm offering portfolio management services for individual investors. After reviewing...
Overview
Fuller Asset Management, LLC (FAM) is a fee-based investment advisory firm offering portfolio management services for individual investors. After reviewing holdings and objectives, an Investment Policy Statement outlines portfolio structure, position limits, approved securities, and return goals. The firm recommends Charles Schwab as custodian, has no access to client assets, and does not use discretion, but may place trades and deduct advisory fees. Its approach uses disciplined, tactical all-weather portfolio construction across stocks, bonds, commodities, and cash.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Lawrence R. Fuller
founder and principal owner
Frequently asked questions
What fixed-income strategy does the firm employ?
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: