Forward Horizon Investment

Overview

Forward Horizon Investment is a small, privately owned LLC that focuses on portfolio management for individuals, families and small businesses. The firm charges asset-based fees and may use performance-based fee arrangements with select clients, suggesting willingness to manage concentrated or outcome-driven mandates. Investment activity is centered on liquid equity markets — exchange-traded equities and ETFs make up the bulk of assets — while the firm also allocates to third-party alternative managers for venture capital exposure. Forward Horizon Investment does not position itself as an ESG-focused adviser, and it does not describe pension consulting or multi-state advisory programs. Strategy emphasis appears to be direct equity exposure and pooled products for core allocations, with selectively sourced venture capital commitments layered in through external managers. Given the small client base and average client size, the firm likely runs personalized, high-touch relationships and may provide family-oriented wealth services such as portfolio construction, manager selection for alternatives, and coordination of custodial arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices