A complete list of active advisors currently associated with Foresight Investing

Warmer can help you find a great advisor at Foresight Investing or one who fits your needs even better.

Foresight Investing provides discretionary portfolio management to high‑net‑worth individual clients, with each account held at an independent discount brokerage where the firm executes trades but does not custody client assets. The firm discloses that it is no longer accepting new clients. The firm’s investment approach focuses on microcap growth equities—primarily NASDAQ‑listed companies with relatively low revenues at the time of initial investment—selected through a combination of fundamental and technical analysis; the strategy is biased toward long positions, may include occasional short positions, and typically holds stocks at least one year for tax efficiency. FI may also invest in exchange‑traded funds and acknowledges the higher volatility and risk inherent in small‑company stocks. A notable and uncommon feature for firms of this type is the use of performance‑based compensation for qualified clients; the fee is assessed annually on net increases relative to a contract “baseline” that is adjusted upward after profitable periods and is not reduced following a loss, which can postpone fee entitlement until prior peaks are recovered. The adviser also frequently holds the same securities in personal accounts as in client accounts, reports no affiliations with other financial firms, and manages a very small client base with modest assets under management.

To learn more about the advisors currently working at Foresight Investing, 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.