Wealth Management Solutions
10 Reasons To Become A Forsyth Wealth Management Client

 

  1. Fee-Only. Our portfolio management platform is fee-only. There are no commissions, no conflicts of interest.
  2. Unbiased Investment Recommendations. Our portfolio strategists provide risk adjusted strategic and tactical asset allocation programs based on your unique risk analysis and time horizon. Strategists rebalance portfolios on a tax and non-tax managed basis.
  3. Excellent Client Communication. We contact our clients on a regular basis; provide quarterly performance reports, annual tax reports, and daily internet access and client meetings.
  4. Registered Investment Advisor. We are fee only investment counselors and do not sell investments. We sit on the same side of the table as our clients and our fortunes are tied to theirs.
  5. Quality Investment Management. Investment managers are chosen only from institutional money managers that fall within the top quartile of Wilshire Associates Best of Class Money Manager Universe. Our incentive is to find the most efficient and best possible portfolio for our clients.
  6. Full Range of Investment Options. Many advisors simply rely on one mutual fund family or annuity. We use the entire spectrum of mutual funds, exchange traded funds, stocks, bonds and separate managed accounts for our clients.
  7. Client Education. Our eWealth Manager portal, which is accessible on our web site, provides our clients with many investment and educational reports and the ability to steer clear of investment noise. 
  8. Custody. We utilize the services of Fiserv and Pershing, very large and well known institutions as custodians to safeguard your assets.
  9. Access. You can always access your investment account on-line. Consultations are available by phone, face-to-face or by on-line meetings. You may also phone, fax or email us. No matter where you live, we're as close as your telephone or computer.
  10. Low Costs. Since we are a fee-only investment firm, we have low costs compared to working with a stockbroker. Our low costs include both investment management and highly personalized financial advice.

 

 

Privacy Policy

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Forsyth wealth Management, Inc. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Forsyth Wealth Management, Inc. does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.