The Forecast Report
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Customized Strategies
We creatively build and implement investment strategies that personally fit the client in a cost-effective manner. Specifically, we create hedge fund strategies in separately managed accounts without the 2/20 fees. We look to create, grow, and preserve your accounts by taking a safety-first approach to investing.
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.
Company Overview
Forecast Capital Management is an independent, fee-only investment management firm that primarily provides services to professionals, entrepreneurs, business owners, and small businesses. Our experience lends itself well to working with these clients. 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 for other clients. Our mission is educate, invest, and strategize alongside our clients to reach every milestone of their journey through life and beyond.
Professionals
Entrepreneurs/Business Owners
Trusts/Businesses
Our Approach
At Forecast Capital Management, we know that there is always room for improvement and we continuously strive to become better at everything we do for our clients. We are extremely passionate about the financial markets, which translates into an exceptional experience for our clients. As a privately held firm, we use independent research to identify unique investment opportunities for our clients. At Forecast, our approach to investing is centered around the creation of investment management strategies that personally fit the individual client in a cost effective manner and provides the client with strategies once only available to the high net worth.
1.25
AVERAGE MUTUAL FUND EXPENSE RATIO
250,000
MINIMUM ACCOUNT OPENING SIZE FOR MOST FIRMS
.23
OUR AVG EXPENSE RATIO FOR ETF PORTFOLIOS
50,000
OUR MINIMUM ACCOUNT OPENING SIZE