As a discretionary portfolio manager we have a fiduciary duty to always act with care and in the best interests of each client. That means expert investment management and client service at a reasonable cost.
2. CUSTOMIZED INVESTMENTS
A goals-based approach to investment management means we take the time to ensure that we understand our clients’ priorities and they understand our strategies for achieving them.
3. UNCOMMON EXPERTISE
We have the longest track record managing global balanced portfolios exclusively utilizing ETFs in various structures for private clients, advisors and institutions.
4. PRIVATELY MANAGED PORTFOLIOS
Each client has their own separately managed account (SMA) with individual cost and tax base.
5. PROACTIVE SERVICE
Regular communications, including market updates, reports and meetings ensure that every client has a clear understanding of where they are, where they’re going and how they’re doing at all times.
6. DISCRETIONARY INVESTMENT MANAGEMENT
A discretionary service provides the highest form of portfolio supervision where investment decisions are made on each client’s behalf based on their personal investment strategy. This seeks to avoid the emotional reactions that often cause investors to harm returns.
7. GLOBAL PERSPECTIVE
We maximize opportunities by exploiting the broadest spectrum of asset types and asset classes around the world.
8. ACTIVE ASSET ALLOCATION
We dynamically shift asset exposures seeking to buy risk when it’s cheap and sell risk when it’s expensive.
9. RISK & RETURN MANAGEMENT
Great care is taken to ensure that the level of risk assumed in each client’s portfolio corresponds with their unique investment personality and return expectations.
A rigorous and repeatable investment process is the reason we have demonstrated the ability to safely steward our clients’ assets through a myriad of economic and market environments including the Global Financial Crisis.
All costs associated with the management of each portfolio including our investment management fees are clearly communicated on account statements and online.
Securities are held in client name at a custodian bank that provides safekeeping of client assets, while trading authority is conferred to Forstrong.