Comprehensive Portfolio Management Services

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. Upon your agreement with the investment objective of the portfolio, we create an investment policy statement which guides us as we manage your portfolio on a discretionary basis.

At Forestview Financial Partners, we draw upon a broad investment universe to deliver effective wealth management plans designed to meet your needs for income and capital appreciation. Our asset allocation strategies⁽¹⁾ integrate individual stocks, bonds, and exchange-traded funds, which offer a very low cost-to-hold. When appropriate, and only with your consent, we may include Options strategies designed to increase the income yield of your portfolio as well as provide some downside protection.

In some cases, we may also recommend alternative investment funds and third-party asset managers with whom we have strategic partnerships.

Forestview Financial Partners charges asset-based fees per the following schedule. Financial and retirement planning may be added for an additional fee. However, no additional fees for such services will be required from those clients who have at least $1,000,000 of assets under our management.

Total Assets Under Management                              Annual Fee⁽²⁾

$0⁽³⁾ to $1,000,000                                                       0.65%

$1,000,001 to $2,000,000                                            0.50%

$2,000,001 and up                                                       0.25%

(1) Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. 

(2) Fees are paid quarterly and typically calculated on the average daily account balance over the quarterly billing period.

(3) Forestview Financial Partners generally requires a minimum relationship of $1,000,000 for portfolio management services. This minimum can be met by aggregating multiple accounts if necessary. Forestview Financial Partners may, in its sole discretion, decide to waive this minimum.