A complete list of active advisors currently associated with Forsythe Wealth Management, Inc.
Warmer can help you find a great advisor at Forsythe Wealth Management, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Forsythe Wealth Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Crown Point, IN
| 8
| |
Crown Point, IN
| 8
|
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