Forever Young Integrated Wealth

Forever Young Integrated Wealth provides discretionary asset management and ongoing portfolio management to individuals, high‑net‑worth clients, and business entities, offering direct management as well as SEI‑managed account solutions that include SEI mutual fund models and custom portfolios. The firm reports roughly $61.7 million in assets under management across about 100 client accounts and is staffed by two investment professionals.

The firm’s investment approach combines Modern Portfolio Theory with fundamental, qualitative, quantitative, and risk analysis to construct allocations and select securities tailored to each client’s goals, time horizon, and risk tolerance; it generally exercises discretionary trading authority and conducts quarterly account reviews that include rebalancing and tax‑loss harvesting considerations. FYIW relies on SEI sub‑advised strategies for certain managed account solutions while also providing custody‑only custom portfolios when client needs or preferences depart from available models.

Distinctive features include an affiliation with an in‑house tax advisory business and principals who also act as insurance agents and registered representatives with a FINRA broker‑dealer, arrangements that result in separate outside compensation and disclosed conflicts of interest that the firm says it mitigates through procedures and fiduciary obligations. The firm also does not vote client proxies (clients receive and vote their own proxies) and maintains no account minimum, practices that differ from many peers.