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Elite Wealth Strategies For Visionary Leaders

Empowering founders, entrepreneurs, and executives to achieve financial prosperity and streamline lifestyle complexities.

Download our free 1031 DST Guide

Learn how to defer capital gains taxes with 1031 DST investments. 

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Is Forecast Capital management right for me?

We deliver tailored private wealth solutions, including comprehensive financial planning, exclusive private investments, tax and estate optimization, exit planning, and more, all aligned with your unique goals.

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10-Point checklist for selling your business

When Should You Start Planning Your Business Sale? 

Start Earlier Than You Expect

At Forecast Capital Management, we understand that planning the sale of your business is a critical step that demands foresight. Many CEO Founders and business owners delay this process or overlook it entirely, with 75% experiencing seller’s remorse within a year of their transaction—a pivotal moment in their careers.*

*Source Exit Planning Institute 2023

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Unlock our Current Top Tier Sponsor 1031 DST Opportunities.


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Our Approach

At Forecast Capital Management, we're driven by a relentless pursuit of excellence, always pushing the boundaries to enhance our services for our clients. Our passion for the financial markets fuels our commitment to delivering exceptional experiences.

As a privately held firm, we leverage independent research to uncover distinctive investment opportunities tailored to our clients' needs. Our approach to investing is anchored in a sophisticated multi-factor, multi-asset, multi-durational risk management model that surpasses traditional asset allocation strategies.

At Forecast, we don't just follow trends; we anticipate and capitalize on them, ensuring our clients benefit from a proactive and informed investment strategy. Join us in navigating the complexities of the market with confidence and precision.


Our Story

Founded in 2013, Forecast Capital Management (FCM) set out to transform wealth management by democratizing access to sophisticated investment strategies. As an entrepreneur-led firm, we recognized the shortcomings of traditional approaches—opaque processes and limited client focus. Today, FCM is a comprehensive wealth management firm dedicated to empowering CEOs, founders, entrepreneurs, executives, and high-net-worth families to achieve financial prosperity and lasting legacies. As a client and employee-owned firm, we uphold our True Fiduciary® Standards, ensuring transparency, trust, and alignment with your goals, so you can focus on what matters most.


Stay ahead with our quarterly newsletter

Unlock exclusive insights on Global Macro, Economics, and Geopolitics with FCM's Quarterly Newsletter. Our newsletter delivers expert analysis to empower your financial decisions and navigate complex markets.

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Public Markets

  • Passive & active investment solutions
  • Curated Asset Mix
  • Diversified holdings to reduce risk
  • Low costs for access to our Global Macro strategy.

Private Markets

  • Hedge Funds
  • Real Assets
  • Private Equity
  • Structured Investment
  • Digital Assets