Forrest Investment Management, Inc.

Forrest Investment Management is an independent, fee-only advisory firm that provides discretionary portfolio management and wealth‑planning services primarily to individual clients and similar private entities. The firm manages a relatively small client base (about 18 relationships) with roughly $85 million in assets under management and typically structures its engagement around an investment policy statement and ongoing portfolio oversight.

The firm’s investment process blends value-oriented stock selection, diversified asset‑allocation models and fixed‑income management with a mix of fundamental, quantitative, technical and cyclical analysis. Portfolios are built from four model allocation frameworks, employ trailing sell disciplines and, depending on client risk tolerance, may include less conventional vehicles such as leveraged index funds, closed‑end funds, derivatives and hedge‑type investments.

Noteworthy aspects include that the adviser operates as a solo, long‑tenured practitioner who manages only discretionary accounts and generally requires a relatively substantial initial commitment to open managed accounts. The firm uses a single institutional custodian relationship that provides operational benefits to the adviser, does not vote client proxies, and the lead advisor holds industry certifications (CFP and CFA) and decades of experience.