At Forecast, our approach to investing is centered around safety-first, Modern Portfolio Design (MPD). There’s a need to diversify outside of asset classes alone. Modern Portfolio Design (MPD) uses multiple managers, multiple methodologies, multiple strategies, multiple time frames, and multiple asset classes in order to diversify in today's modern markets. All strategies, managers, and methodologies fall out of favor and underperform at certain times, but that does not mean your portfolio has to. By using the MPD approach you are setting the stage for consistent, long-term results. Although volatility can’t be avoided, it can be mitigated while participating in bull markets and preserving capital during severe market downturns.
To educate, invest, and strategize alongside our clients to reach every milestone of their journey through life and beyond.
Looking For An Investment Manager?
We manage money for families, individuals, companies, and Registered Investment Advisory Firms. Give us a call and let's chat!
We aim to create a firm that clients can all take pride in. The first way to do that is to provide clients with outstanding service and long-term results. Our purpose is to provide clients with the best investment strategies for their particular life events and goals.
We think about the investment world and investment management differently. We are dedicated to creating a forward-thinking, progressive firm where clients are the strongest asset and advocate. Leveraging our creativity with technology to constantly improve upon our services and strategies is our difference. We want clients to be a part of something great and we strive everyday to live up to that intention.
Services We Provide
RETIREMENT ACCOUNT Management
Our team can manage a number of qualified retirement accounts. These include Traditional IRA's, 401(k) Rollovers, Roth IRA's, and SEP IRA's.
NON-RETIREMENT ACCOUNT Management
Our team can manage a number of non-retirement accounts. These include Individual Accounts, Joint Accounts, Trust Accounts, and 529 College Savings Plans.
PRIVATE INVESTMENT Management
Through our relationship with an established Venture Capital Firm, we are able to invest in entrepreneurs across the lifecycle of their businesses who are tackling big problems and shaking up industries. Our clients have unique access to attractive investment opportunities structured to generate strong rates of return. We leverage our relationship with VC's to find attractive investment opportunities in private companies, typically in their Series C and D rounds. This provides our clients with the opportunity to achieve higher rates of return, greater diversification, superior growth, and to precisely address their unique goals. Investors have long invested in the private markets as a complement to their public exposure, as growth and returns in the private market have outpaced those in the public.
Signal Provider or Sub-Advisory Services
For Registered Investment Advisory Firms (RIA's) looking to outsource their investment management we provide two options. First, RIA's looking to keep trading in-house, we can act as a signal provider for the strategies that we deploy for your firm. We will provide your firm real-time updates to portfolios developed for your firm. Second, if an RIA requires portfolio design and implementation, we can act as a sub-advisor for those firms that custody their assets at TD Ameritrade.
Estate Planning can no doubt be a challenge, but it could also be the most important piece of the puzzle. Great estate planning coupled with great investment management is a recipe for success. Forecast's in-house expertise is complemented by our strong relationships with outstanding independent partners. Our clients know that we can quickly create a team of experts to suite virtually any financial need. Our Investment Management team works alongside the attorneys to ensure their advice is aligned with your overall financial goals. This provides our clients with a team of experts that work to create a cohesive investment and estate plan.
We want you to enjoy life while your money takes care of itself. Everyone is unique and it's no different with your financial plan. You know where you are going, but how should you plan to get there? More than savings goals, more than the stock market — you need to understand your entire financial future — simply. We guide you through the priorities that matter — kids, college, a dream getaway, a new home, retirement, and more. We take care of every detail that matters from property taxes to inflation to daycare costs in your neighborhood so you understand how each of your plans unfolds to a much bigger picture. How do we do this? We leverage Artificial Intelligence. We use software that monitors over 2 million data points about your life - 24/7 - in real time. The software we use learns from your actual spending and savings behavior. It is as if you had a team of the most skilled Financial Planners by your side, 24/7, watching over your finances and guiding you to make the best decisions.