Fountain Square Asset Management

Fountain Square Asset Management is a financial advisory firm based in Ohio, established in 2021 by Michael Livingston and Angelo Mancini. The firm offers investment advisory and portfolio management services tailored to individual client needs, with a focus on retirement planning and continuous monitoring of client portfolios. Clients can participate in a discretionary asset management program, allowing the firm to buy and sell investments without prior client approval. Clients can impose reasonable restrictions on investments, and the firm will adjust portfolios based on market conditions and client circumstances. Fountain Square also provides financial planning and consulting services, addressing areas such as investment planning, tax planning, retirement planning, and estate planning. The firm charges fees based on the average daily value of client assets and does not expect investment advisory fees to exceed 1.25% of assets under management. Fountain Square does not charge performance-based fees or engage in side-by-side management. The firm discloses potential conflicts of interest related to asset-based fees, investment advisor representatives also being licensed insurance agents, and investing in recommended securities. Clients have the right to terminate the investment management agreement within five business days of entering into it. The firm does not take custody of client funds and assets, except for fee deductions. Fountain Square does not vote proxies on behalf of clients and does not engage in principal trading.