CUSTOMIZED STRATEGIES
We creatively build and implement investment strategies that personally fit the client in a cost-effective manner. Our portfolios are built for the modern markets. We manage risk by using multiple methods, multiple strategies, and multiple managers to create diversification and consistent, long-term results.
FEE-ONLY FIRM
Our interests are aligned with our clients. The only source of compensation our advisors receive are a percentage of assets under management. We are fiduciaries first which means that our first obligation is to put the client's needs above all other interests or conflicts. We have built our business model around our obligation to truly make recommendations that are in their best interests.
BETTER INVESTMENT SELECTION
As an independent investment management firm, we are not compensated to recommend specific investments. In fact, many times we use NTF (No Trade Fee) investments and low-cost ETF's to build our strategies, which reduces commissions and fees related to your investments.
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Company Overview
Forecast Capital Management is an independent, fee-only investment management firm that provides investment management services to individuals, businesses, and other Registered Investment Advisory Firms. Our goal is to work with anyone that we can provide value to. We never want limit our relationships or resources if we believe we can create value. Our mission is to educate, invest, and strategize alongside our clients to reach every milestone of their journey through life and beyond.