Forward Horizon Investment

Overview

Forward Horizon Investment is an independent RIA organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm is owned by an individual and primarily serves individual and family clients. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. Forward Horizon does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm’s advisory activity centers on discretionary portfolio management, rather than capital allocation or institutional consulting. Given the client base and fee structure, Forward Horizon appears to operate as a boutique wealth manager with a concentrated set of households rather than as a multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives