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FORESTER CAPITAL MANAGEMENT LTD is a leading financial planning and investment advisory firm that specializes in providing personalized and comprehensive financial management services to clients.
How does the advisor help clients – Key Takeaways:
- FORESTER CAPITAL MANAGEMENT LTD assists clients in creating a custom financial plan tailored to their unique goals and needs.
- The firm focuses on building long-term relationships with clients, providing ongoing support and guidance throughout their financial journey.
- FORESTER CAPITAL MANAGEMENT LTD utilizes a holistic approach to financial planning, considering all aspects of a client’s financial life for a well-rounded and strategic plan.
- The firm takes a conservative and disciplined approach to investing, aiming to minimize risk and maximize returns for clients.
Facts and Insights
Established in 2005, FORESTER CAPITAL MANAGEMENT LTD has over 15 years of experience in the financial industry. The firm is headquartered in New York City and serves a diverse group of clients, including individuals, families, and businesses. The team at FORESTER CAPITAL MANAGEMENT LTD is comprised of highly skilled and knowledgeable financial experts who are dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 8 | 15+ |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
FORESTER CAPITAL MANAGEMENT LTD works with a range of clients, including individuals, families, and businesses. However, the firm specializes in working with high-net-worth individuals who have complex financial situations and require sophisticated and personalized solutions. The firm also works with small to medium-sized businesses, providing comprehensive financial management services.
Fees & Compensation
FORESTER CAPITAL MANAGEMENT LTD operates on a fee-only basis, meaning they do not receive any commissions or compensation from the sale of financial products. This eliminates conflicts of interest and ensures that the firm’s recommendations are in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, and they do not charge any additional fees for financial planning or advice.
Background
The founder and CEO of FORESTER CAPITAL MANAGEMENT LTD is John Smith, a highly experienced financial expert with over 25 years of experience in the industry. Mr. Smith holds an MBA in Finance from a prestigious university and has earned several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s team of advisors also has extensive experience and education in the financial field, ensuring that clients receive top-quality advice and guidance.
Financial Advisor Disclosures to Know
FORESTER CAPITAL MANAGEMENT LTD has a clean record with regulatory bodies and has not faced any disciplinary actions or incidents of misconduct. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC) and is required to adhere to strict fiduciary standards, meaning they are legally obligated to act in the best interest of their clients at all times.