Forza Investment Advisory manages investment portfolios for private clients and select small businesses, creating tailored investment strategies based on each client's specific goals, time horizon, and risk tolerance. Led by Robert J. Centrella, Chartered Financial Analyst, the firm builds diversified portfolios primarily consisting of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Forza Investment Advisory combines macroeconomic top-down research with fundamental bottom-up security analysis to construct portfolios designed for long-term growth and capital preservation. In addition to direct portfolio management, the firm offers investment consulting services covering topics such as retirement planning, college savings, and insurance reviews, as well as model portfolio services for other financial professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.5M | 0.85% |
| $1.5M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000 and may be discounted on a case-by-case basis.