A complete list of active advisors currently associated with AFT, Forsyth and Company, Inc.

Warmer can help you find a great advisor at AFT, Forsyth and Company, Inc. or one who fits your needs even better.

Aft, Forsyth and Company, Inc. provides discretionary portfolio management primarily for individual and trust clients, including high‑net‑worth individuals, tailoring strategies to client risk tolerance, time horizon, and liquidity needs. The firm charges asset‑based fees billed monthly and generally applies a multi‑million dollar account minimum that it may waive in select cases. The firm blends fundamental, technical, general market and economic analysis to build portfolios that use cash, equities, fixed income and ETFs, and it may hold concentrated positions or exclude certain asset classes for extended periods depending on market conditions. Clients grant written discretionary authority subject to any client‑imposed guidelines, and the firm conducts ongoing supervision and periodic re‑optimization of portfolios. Noteworthy for a firm of its size, Aft, Forsyth manages a substantial pool of assets relative to its small advisory team, reflecting a high level of assets per advisor and a compact client base. The firm is affiliated with another SEC‑registered investment adviser (it holds ownership interests and senior personnel devote part of their time to that affiliated adviser), and senior staff hold professional credentials such as CPA and CFA, which inform its compliance and advisory structure.

To learn more about the advisors currently working at AFT, Forsyth and Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.