FORZA INVESTMENT ADVISORY, LLC

Overview

Forza Investment Advisory, LLC is a small, owner-operated advisory firm serving individual and family clients with a discretionary, equity-first approach. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals, small businesses and institutions, and also produces periodic written investment material. Investment activity centers on direct equity exposure—particularly non-exchange-traded equity positions—and the firm supplements public-equity strategies with allocations to private-market and hedge fund managers for diversification and return enhancement. Forza does not present itself as an ESG-focused or multi-state adviser and is not structured as a dedicated capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices