Forecast Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans and business clients, including high-net-worth households. The firm also publishes periodicals for clients and offers a liaison service for alternative investments intended for qualified or accredited investors.
The firm employs a Global Macro long/short approach that includes tactical asset allocation, alternative allocations, and individual equity selection, constructing portfolios from ETFs, options, mutual funds and individual equities and using a confidential Risk Assessment Questionnaire to tailor portfolios and ongoing monitoring. As part of its tactical program, Forecast may use short-term hedging with inverse ETFs and, in limited cases, ETNs—positions it discloses are typically held for less than one week and carry heightened risks related to daily rebalancing and compounding.
Forecast operates as an independent, fee-based registered investment adviser and discloses that it generally does not receive transaction-based compensation, but certain associated persons are licensed insurance agents who may sell health and life insurance through unaffiliated agencies and receive commissions, a relationship the brochure identifies as a potential conflict and which the firm says it supervises and discloses. The firm also recently terminated a broker‑dealer affiliation and combines fee-based portfolio management with selective commission‑based insurance activity and alternative-investment liaison services, a mix that differs from many peers in its category.
Client services
Expertise
Fee options
Financial Planning Fees: $500 for Financial Plan; $750 for Financial Plan + Retirement Plan; $1,000 for Financial Plan + Retirement Plan + Tax Plan
$250,000 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.35% $2,500,000 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 1.05% $10,000,000+: 0.90%
Certain associated persons may receive commissions from insurance product sales
Account minimum: $250,000 Fee-only: Fee-only basis; no commissions for advisory services
Main office
Castle Rock CO
Advisors at this office
3
Most active in
Colorado · Florida · Texas
Also doing business as
Forecast Capital Management · Forecast Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jason H
Series 66
Castle Rock, CO
Forecast Capital Management
Jason Hilliard is a financial advisor at Forecast Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Forecast Capital Management since 2013, including roles at Great Point Capital and Sowell Financial Services. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm employs a Global Macro long/short approach with tactical asset allocation and alternative investments, tailoring portfolios using a proprietary Risk Assessment Questionnaire and ongoing monitoring.
John P
Series 63, Series 65
Castle Rock, CO
Forecast Capital Management
John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.
Michael P
CFP®, Series 66
Castle Rock, CO
Forecast Capital Management
Michael Pistilli is a CFP® professional with seven years of industry experience. He is currently with Forecast Capital Management and has prior experience at Great Point Capital, Charles Schwab Bank SSB, and Charles Schwab & Co., Inc. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios using ETFs, options, mutual funds, and individual equities tailored through a proprietary Risk Assessment Questionnaire.
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