A complete list of active advisors currently associated with Forecast Capital Management

Warmer can help you find a great advisor at Forecast Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Forecast Capital Management, 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.