Forest Capital Management provides investment advice to employer-sponsored retirement plans, including defined contribution and defined benefit plans. Forest acts as a co-fiduciary, either providing advice that the employer can accept or reject, or making investment decisions directly while the plan sponsor monitors Forest. Forest's investment approach combines active and passive management, focusing on high-quality investments and diversification to manage risk.
Assets Under Management$3.8B
Clients118
Advisors6
Avg. per Client$32M
Avg. per Advisor$630M
www.linkedin.com/company/forest-capital-management ·www.x.com/forestcapm ·www.forestcapitalmanagement.com
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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