Why FCM · For business owners, executives & their families
The boutique advantage. Your success is personal.
An independent, fiduciary wealth manager where you work directly with the people who run the firm.
When you call, you reach the decision-makers. One team, one coordinated plan, and a disciplined investment process built in-house.
Direct access
You work with the people who run the firm.
At FCM you aren’t an account number. You work directly with our CEO, our Managing Directors, and a tight-knit team of credentialed professionals, and the person who answers your call can make the decision.
Your plan is built and managed by the same team you meet on the first call.
- Direct access to firm leadership and portfolio managers
- Same-day responses to your questions and concerns
- Meeting times that work around a busy owner’s or executive’s schedule
- Solutions designed around your situation, not a template
- New strategies put to work quickly, by the people who manage your plan
Independent & fiduciary
Fiduciary standards that mean something.
As an independent registered investment adviser, we act as a fiduciary: your interests come first in every recommendation. Our structure is built to keep it that way.
Invested alongside you
Our owners invest their own wealth in the same strategies we run for clients. There are no outside shareholders with a say in your plan.
Independent research
We have no proprietary funds to sell. Recommendations come from our own research and from your plan.
Transparent reporting
A secure client portal shows exactly what you own and where it is invested, at any time.
Plain-English disclosure
Our fees, services, and any conflicts of interest are set out in our Form ADV Part 2A.
Client accounts are custodied at Charles Schwab.
Our global macro edge
An economy-first process, written down in advance.
Our proprietary Economic Dynamics Model tracks year-over-year growth and inflation across roughly 50 countries. That reading informs our asset-class and factor positioning, and every idea has to clear two independent checks before it becomes a position.
Dynamic positioning
The regime the model reads guides which asset classes and factors the portfolio leans toward, and how far.
Behavioral discipline
Rules are set before markets move, so decisions follow the process rather than the headlines.
Global perspective
A 50-country view brings international opportunities and geopolitical considerations into every portfolio decision.
Entrepreneur to entrepreneur
We run a business too.
We plan like it.
FCM is an owner-led firm. We’ve built a business, hired a team, and made the same kind of decisions you make every day, so we understand the questions that come with them.
Liquidity events
Planning around a sale, recapitalization, or other liquidity event, before and after the close.
Business growth capital
Clear advice on when to reinvest in the company and when to diversify.
Tax-aware planning
Charitable trusts and exit-year tax timing, built into the plan.
Risk management
Protecting what you’ve built while keeping room for growth.
Legacy planning
Structuring wealth to carry forward to the next generation.
The owner’s side of the plan
Preparing to sell, concentration in one company, life after the sale, and family planning.
See how we help business owners → ServicesOne coordinated plan
Planning, tax, liquidity and exit, risk, and investments, managed together.
See our services →Planning a sale, or just starting to think about one? Start with a conversation.
Book a fit call →Accessible sophistication
Disciplined strategies with accessible minimums.
Sophisticated strategies shouldn’t require a family office. We offer a broad set of opportunities, with fees and minimums sized for owners and executives.
For accredited investors
Alternative investments
Each opportunity is evaluated for due diligence, transparency, and fit with your plan. Minimums typically start at $100,000 and vary by offering.
Explore alternatives →Fee transparency
- A clear, tiered fee schedule
- Minimums sized for owners and executives
- Every fee set out in our Form ADV Part 2A
Local expertise, global perspective
Close to home.
Wide in view.
We know the business communities where our clients live and work, and we invest with a view that reaches well beyond them.
Local advantages
- Offices in Castle Rock, Colorado, and a branch office in Florida
- Deep understanding of the Colorado and Florida business communities
- Relationships with trusted local CPAs, attorneys, and business brokers
- Knowledge of state-specific planning considerations
- In-person meetings when you want them
Global sophistication
- International perspective through our Economic Dynamics Model
- Access to investment opportunities worldwide
- Geopolitical risk assessment built into positioning
Rapid response
Your time is valuable.
We respond like it.
A three-person team means short lines between a question and a decision. Here is the rhythm clients can expect.
- About a week
Typical onboarding, from first paperwork to a working plan.
- Weekly
Market updates during volatile periods.
- On request
Strategy reviews of your plan and portfolio, whenever you want one.
- As needed
Liquidity planning when a business opportunity comes up.
Secure client portal
Real-time access to your portfolio.
Digital signing
Documents and account management, online.
Planning tools
Your plan, kept current as life changes.
The bottom line
Different firms are built for different clients.
Large national firms do some things very well. We built FCM for clients who want something specific: personal attention, a disciplined process, and a plan run by the people who own the firm.
Choose FCM when you want:
- A wealth manager who understands the owner’s and executive’s journey
- Disciplined strategies with accessible minimums
- Direct access to the decision-makers
- Global macro insight and access to alternative strategies
- Fiduciary advice with transparent fees and reporting
May suit you when you want:
- A nationally known brand with branches in many cities
- A standardized service experience designed for a very large client base
- A large in-house bench of specialists
Wealth built on vision, secured by strategy.
Forecast Capital Management · Since 2013
Next step
Ready to experience the FCM difference?
A 20-minute fit call is the easiest place to start. A member of our team replies within one business day.
Prefer to talk now? Call 720-432-1435 or email info@forecastcapitalmanagement.com
Forecast Capital Management LLC is an investment adviser registered with the State of Colorado. Registration does not imply a certain level of skill or training. FCM may transact business only in states where it is registered or exempt from registration, and maintains offices in Castle Rock, Colorado, and a branch office in Florida.
Content on this page is for educational purposes only and is not individualized investment, tax, or legal advice. FCM does not provide tax or legal advice; CPA, legal, and brokerage firms we work with are independent of FCM. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No strategy assures a profit or protects against loss. The Economic Dynamics Model and the selection process describe how FCM’s strategy is designed; they do not assure any outcome, and the number of ideas and holdings varies. Onboarding and response times are typical and may vary. Alternative investments are available only to accredited investors, are generally less liquid than public securities, and carry additional risks; minimums vary by offering. Comparisons with other types of firms are general and are not a statement about any specific firm. Charles Schwab & Co., Inc. is an independent custodian and is not affiliated with Forecast Capital Management LLC. For fees, risks, and conflicts of interest, see our Form ADV Part 2A.