Forecast Capital Management

Overview

Forecast Capital Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and portfolio management for larger private or institutional clients. It also operates as an insurance broker and blends investment advice with insurance solutions where appropriate. Investment activity centers on equity-oriented portfolios delivered through discretionary management. The firm leans toward exchange-traded instruments and separately managed account structures for core equity exposure, while retaining flexibility to use mutual funds, insurance products, and third-party alternative managers for specific client objectives. Fee arrangements are mixed — percentage-of-AUM, hourly advisory fees and commission-based engagements — which supports a range of client relationships and engagement styles. Forecast Capital Management does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices