Business Details
23 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Since 2003, Footprints Asset Management & Research has been dedicated to delivering an Absolute Value investment philosophy to our clients. Our approach focuses on identifying undervalued companies trading at or near tangible book value, leveraging a rigorous research process to assess intrinsic value and margin of safety. With decades of combined experience, our team prioritizes long-term wealth creation through disciplined analysis of management quality, financial metrics, and market dynamics.We maintain transparent client relationships while offering educational workshops to enhance financial literacy. Our investment decisions are driven by fundamental research rather than market sentiment, aiming to capitalize on market inefficiencies through strategic portfolio management.
Services
Asset Management
Investment Research
Portfolio Management
Financial Advisory
Client Services
Details
- Year established: 2003
Highlights and features
- We implement a proprietary Absolute Value investment methodology
- Our team has 36+ years of combined industry experience
- We provide transparent portfolio management with margin of safety focus
- We offer educational workshops for enhanced financial literacy
- Our research process emphasizes fundamental analysis over market sentiment
Services
Asset Management
Our asset management services focus on constructing value-oriented portfolios through rigorous fundamental analysis. We identify undervalued companies trading near tangible book value, maintaining disciplined position sizing over 6-9 month accumulation periods. Our approach emphasizes margin of safety and long-term value realization through strategic buy-hold-sell decisions.
Investment Research
Our research process identifies securities with significant price-value discrepancies through comprehensive fundamental analysis. We evaluate management quality, financial metrics, and sector dynamics to determine absolute value. This research forms the foundation for all portfolio decisions, focusing on companies experiencing temporary setbacks rather than permanent damage.
Portfolio Management
We provide active portfolio management with a focus on value investing principles. Our approach combines bottom-up security analysis with top-down capital allocation strategies. Positions are maintained until reaching fair valuation targets, which may take 48+ months, with ongoing monitoring of management performance and industry metrics.
Financial Advisory
Our advisory services deliver personalized financial guidance based on absolute value principles. We help clients understand market inefficiencies and develop long-term investment strategies. Our transparent approach emphasizes client education through informative workshops and regular portfolio reviews.
Client Services
We provide dedicated client support with a focus on clear communication and relationship building. Our services include portfolio updates, investment education, and personalized guidance through regular client meetings. We maintain transparent operations with no hidden fees or complex structures.
People
Steve Lococo
President, Portfolio Manager
Founder of FAMR with 36+ years industry experience. Registered representative since 1980, delivering absolute value strategies to clients through disciplined investment management and fundamental research.
Zach Houston
Portfolio Manager
Portfolio Manager with FAMR since 2020. Joined as Research Analyst Intern in 2015, earned dual Master's degrees from Creighton University, and now manages A-B-C Model Portfolios using value investing principles.
Elisa Lococo
Client Services Specialist
Client Services Specialist with BSBA from University of Nebraska Omaha. Brings consulting experience to client relations, focusing on clear communication and personalized investment education for FAMR clients.
Will Olsen
Marketing Manager
Marketing Manager responsible for FAMR's client outreach and educational initiatives. Currently developing expanded marketing strategies to enhance client engagement and investment education programs.
Questions
What investment philosophy does Footprints Asset Management use?
We employ an Absolute Value investment philosophy focusing on companies trading at or near tangible book value, seeking long-term gains through market recognition of intrinsic value.
How long has Footprints Asset Management been in business?
Our firm has operated since 2003, with our President having 36+ years of industry experience prior to founding the company.
What services does Footprints Asset Management offer?
We provide asset management, investment research, portfolio management, financial advisory services, and client education programs focused on value investing principles.
How does Footprints evaluate investment opportunities?
We analyze companies' absolute value through fundamental research, assessing management quality, financial metrics, and market position to identify securities with significant margin of safety.
Where is Footprints Asset Management located?
Our main office is located at 3234 N. 162nd Ave Circle, Omaha, NE 68116, serving clients throughout the Omaha metropolitan area.
