Forest Capital Management provides investment advisory and consulting services exclusively to employer-sponsored retirement plans, including defined benefit plans and defined contribution plans. Operating as a co-fiduciary under federal retirement plan rules, Forest helps employers select service providers, monitor plan costs, and manage plan assets on both a discretionary and non-discretionary basis. Forest does not provide investment advisory services to individual retail investors or consumers. The firm uses a long-term, holistic approach to retirement planning and asset management, combining passive market indexing with active management when market conditions warrant. The firm is owned by Nicholas Gialamas, Brian Jessen, and Michael Murlas.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.