Forusall

Overview

Forusall is an SEC-registered investment adviser that positions itself as a multi-client wealth and pension advisor serving individuals, families and institutional clients. The firm emphasizes managed portfolios constructed largely with pooled public funds and mutual funds, and it also provides pension consulting services. Forusall charges a mix of percentage-of-AUM and fixed fees, and it maintains a meaningful advisory footprint across retail and institutional relationships. The firm has been active since its SEC registration in 2013 and was recognized in 2020 as a Top RIA Firm to Watch by investor.com. Investment activity centers on using third‑party mutual funds and collective vehicles as the primary building blocks for client portfolios, while also maintaining exposure to select alternative strategies. Forusall reports a mostly discretionary advisory posture across the bulk of its assets, supporting implementation through multiple custodians and separate managed account arrangements where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices