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Fenimore Asset Management, Inc.

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Fenimore Asset Management, Inc.

Mission statement:

Our mission is to provide long-term investment growth for our investors with attention to personalized service, timeliness of information, and a commitment to quality fostered by a family of associates dedicated to excellence. We are guided by the highest standards of ethics, morality and integrity.

Overview:

Values: The Fenimore Quilt Square

The Fenimore Quilt Square reminds us of our heritage in the Leatherstocking Region of Upstate New York. It symbolizes our connection to a tradition of caring hands doing patient, detailed work and creating something of lasting value for our investors.

History:

Thomas O. Putnam founded Fenimore Asset Management in 1974 as a means to manage family money after the Putnams astutely sold their textile business, Fenimore Fabrics, in Upstate New York. The family knew what it takes to run a successful business and based their investment philosophy on finding companies exhibiting those same quality characteristics.

Today

Fenimore Asset Management offers separately managed accounts through the Fenimore Private Client Group and is the investment advisor to FAM Funds − mutual funds. Our mission is to help investors preserve their wealth and grow it over the long term.

To accomplish this, our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights. Fenimore uses this firsthand knowledge and a time-tested process to help mitigate risk and achieve our investors’ financial goals.

KEY Facts:

Founded in 1974 — Thomas O. Putnam, Founder & Chairman

Located in Upstate New York — Cobleskill

Independent, employee-owned, investment advisory firm

Research-intensive focus on small- and mid-cap domestic equities (long-only)

Fenimore Private Client Group (separately managed accounts)

FAM Funds (no-load mutual funds)

Toll Free: +1 800 721 5391

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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