FORESIGHT GLOBAL INVESTORS, INC.

RIASEC RegisteredEst. 2015

Total AUM

$955M

Discretionary

$955M

100% of AUM

Avg account

$56.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PURCHASE, New York
CRD number: 281818
Registered since: October 23, 2015
Website: foresightgi.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government97.94%
HNWI2.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foresight Global Investors, Inc. is an SEC-registered investment adviser (registered in 2015) that manages portfolios for individuals, families and institutional clients. The firm operates as a corporation owned by an individual and charges fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Foresight reports that it is not an active ESG investor and is not designated as a multistate adviser.