How does the advisor help clients – Key Takeaways:
As a leading financial management firm, FORREST INVESTMENT MANAGEMENT, INC. is committed to providing expert financial advice and services to its clients. With a team of experienced professionals and a wide range of services offered, they can assist clients in achieving their financial goals and securing their future.
Facts and Insights
FORREST INVESTMENT MANAGEMENT, INC. has been in business for over 20 years, establishing a strong track record of success in the financial industry. They currently have over $500 million in assets under management and a team of 50 highly qualified advisors. With a focus on excellent customer service and a thorough understanding of the financial market, FORREST INVESTMENT MANAGEMENT, INC. continues to be a highly sought after firm for financial management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50 | Over 20 years |
Financial Services Offered
FORREST INVESTMENT MANAGEMENT, INC. offers a diverse range of financial services to cater to the individual needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. By offering a comprehensive range of services, they are able to provide clients with holistic financial solutions that address all aspects of their financial well-being.
Client Types
FORREST INVESTMENT MANAGEMENT, INC. provides financial services to various types of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services accordingly. Whether it is a high net worth individual looking to protect their assets or a business owner planning for the future, FORREST INVESTMENT MANAGEMENT, INC. has the expertise to assist them.
Fees & Compensation
FORREST INVESTMENT MANAGEMENT, INC. operates on a fee-based model, where they charge a percentage of assets under management as their compensation. This helps align their interests with those of their clients, as their success is directly tied to the success of their clients’ investments. They prioritize transparency and ensure that clients fully understand all fees and charges associated with their services.
Background
FORREST INVESTMENT MANAGEMENT, INC. was founded by John Forrest, a highly experienced financial advisor with over 30 years of experience in the industry. He has built a team of professionals who share his passion for helping clients achieve their financial goals. Together, they have established a reputable firm with a strong foundation built on trust, expertise, and excellent service.
Financial Advisor Disclosures to Know
FORREST INVESTMENT MANAGEMENT, INC. ensures that all of their advisors adhere to strict regulations and guidelines set by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients and must disclose any potential conflicts of interest. With FORREST INVESTMENT MANAGEMENT, INC., clients can rest assured that their investments are in safe and capable hands.