Forefront Analytics provides investment management, consulting, and advisory services to a diverse group of clients, including ultra-high net worth individuals and families, institutional clients, pension plans, foundations, and endowments. The firm specializes in investment management, portfolio construction, asset allocation, risk management, manager evaluation, and factor analysis. Forefront Analytics manages investments across various vehicles, including exchange-traded funds, mutual funds, separate accounts, independent managers, and alternative investments through platforms like iCapital. In addition, the firm manages private funds and special purpose vehicles. Clients can engage Forefront Analytics on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee for separately managed accounts varies between 0.49% and 1.50% depending on asset value, complexity, and administrative services. Affiliated pooled investment vehicles charge up to 1.00% annually plus up to a 10% performance allocation.