Forsythe Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,465,933
Clients
118
Advisors
2
of 2 employees
About
Forsythe Wealth Management provides discretionary investment management and non‑discretionary financial consulting to individuals (including high‑net‑worth clients), families, and select institutional clients such as endowments and foundations. Like many supported firms, it delivers ongoing portfolio management and charges asset‑based fees.
The firm applies a risk‑first framework that customizes portfolios between its Capital Preservation and Capital Growth strategies with ongoing rebalancing and monitoring. It employs a proprietary, weekly quantitative stock‑ranking process across a dozen criteria and offers a Defensive Equity strategy aimed at materially lower volatility in down markets; larger growth accounts typically hold 30–40 individual large‑cap stocks, and investment management clients are eligible for a basic financial plan at no extra charge.
Noteworthy for a firm of its size, Forsythe operates with two advisors managing roughly $70–80 million for about 100 clients and its principals also hold senior roles at an affiliated research firm that provides the proprietary research and models the advisor uses, a relationship the brochure discloses as a potential conflict. The firm also does not vote client proxies and requires custody with an approved custodian (Charles Schwab), which may be relevant for clients who prefer directed brokerage or proxy voting by their advisor.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% annually $1,000,001 - $4,000,000: 0.70% annually $4,000,001+: 0.50% annually
$150 per hour for financial consulting services
Main office
1401 E Greenwood Ave, Ste 200
Crown Point IN 46307
Advisors at this office
2
Most active in
Florida · Illinois · Indiana · Texas
Also doing business as
Forsythe Wealth Management, Inc. · Outlook Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Ryan F
Series 65
Crown Point, IN
Forsythe Wealth Management, Inc.
Ryan Forsythe is a financial advisor at Forsythe Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Forsythe Wealth Management since 2018. In addition, he serves as Director of Research at Revelation Investment Research, where he develops and sells stock selection models to other investment firms. Forsythe Wealth Management provides discretionary investment management and non-discretionary financial consulting to individuals, families, and select institutional clients. The firm uses a risk-first framework with proprietary quantitative stock-ranking and offers customized portfolios focused on capital preservation and growth.
Gregory F
CFA®
Crown Point, IN
Forsythe Wealth Management, Inc.
Gregory Forsythe is a CFA® charterholder and principal of Forsythe Wealth Management, Inc. with eight years of industry experience. He is also president of Revelation Investment Research, a consulting firm serving institutional investors. Forsythe serves on the boards of the Chicago Quantitative Alliance and the Crown Point Community Foundation and is a member of the foundation's investment committee, contributing to local community support and quantitative investing initiatives. Forsythe Wealth Management provides discretionary investment management and consulting to individuals, families, and select institutions. The firm uses a risk-first framework with proprietary quantitative stock-ranking and a Defensive Equity strategy to tailor portfolios focused on capital preservation and growth.
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