Forrest Financial Partners

Investment Management

Bespoke Investments, Unbeatable Value

We take pride in our ability to create highly customized investment portfolios that are tailored to each client’s unique needs and goals. With over a decade of professional investment experience, we have the expertise to design and manage strategies that reflect your individual risk tolerance, financial situation, and investment objectives.

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Diversified Portfolios

Strategies utilizing low-cost ETFs and/or direct indexing to provide diversified asset exposure while avoiding unnecessary fees

Actively Managed Strategies

Actively managed investment portfolios that follow a specific investment style to meet each clients’ needs (eg. value, growth, dividend income, etc) with fundamental security analysis and selection

Trust Asset Management

Bespoke investment strategies designed to achieve the unique goals and match the duration and liquidity profiles of trusts such as GRATs, CRTs, CLTs, and more.

Benefits

  • Bespoke investment strategies that clearly match your goals, risk tolerance, and time horizon.
  • Thoughtful and active investment rebalancing to optimize returns.
  • Nimble asset allocation changes when faced with shifting market conditions or life events.
  • Consolidation of your investment accounts to simplify your money management.
  • Tax sensitive management to reduce your tax burden and ensure your investment strategy synergizes with your taxes. We actively and intelligently harvest tax losses, as well as make tax recommendations in our financial plans.
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