Please click on the links below to view our important and informative documents.

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• ADV
• Privacy Policy
• Client Retainer Agreement
• Sample Investment Policy Statement
• Client Questionnaire
• Fountain Business Continuity Plan Summary

Visit our suggested custodian's website: www.fidelity.com. Our clients can view their Fountain Strategies accounts directly on this website after setting up an ID and PIN.

Visit our suggested investment funds website: www.dfaus.com. Follow an in-depth tour of the evolution of Modern Portfolio Theory and the philosophy we apply in constructing our individual client portfolios. Click on the Philosophy tab to start.

...and Contact Us

E-mail us at answers@fountainstrategiesllc.com, write to us, or phone us at our offices below.

Fountain Strategies, LLC
Post Office Box 845
Carmel Valley, CA 93924-0845

Offices:
Carmel Valley: 831.298.7036
San Jose: 408.516.4682
Monterey: 831.643.1958