Forest Investment Associates (FIA) manages forest investment portfolios for commingled funds and separately managed accounts. FIA acquires and manages these portfolios, aiming to maximize value through forest productivity and timber harvests. FIA builds diversified portfolios across geographic location, timber species, and timber age. FIA also seeks to maximize value from hunting, recreation, and other non-timber income sources. FIA has four commingled funds.
Assets Under Management$5.2B
Clients21
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
FIA manages investments for commingled funds and separately managed accounts. Fees are based on various measures of asset value and are negotiable. The fee structure includes:
- A management fee based on a percentage of the value of your portfolio (either at market value or cost)
- A management fee based on a fixed, flat fee
- An acquisition fee based on a percentage of the purchase price of a property
- An incentive performance fee
- A disposition fee based on a percentage of the sales proceeds from a property
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