Forest Capital Corp.

at 2400 CrownPoint Executive Drive, Suite 200, Charlotte , 28227 United States

1. Financial Services

Forest Capital is an independent, fee-only advisor/fiduciary that provides portfolio management & consulting services for private & institutional clients Founded in 2004, Forest Capital is an independent, Registered Investment Advisory firm (RIA), directly registered with the Securities and Exchange Commission. We are a fee-based, fiduciary advisor to our clients and work with individuals, families and trusts. Forest Capital is not a subsidiary or affiliate of a financial institution and does not earn commissions or sell financial products.

Description

Forest Capital is a value-oriented investment advisory firm that specializes in growing capital, generating income and managing risk. Forest Capital adheres to several guiding principles. They include serving as a fiduciary advisor, investing alongside our clients, and minimizing the frictional costs of investing. We understand that our clients are seasoned investors who have unique situations and needs. With our advisory and research capabilities, we provide the following services: Portfolio Management – Forest Capital provides direct portfolio management of assets and focuses on managing positions and selecting securities. Most portfolios are managed on a low-cost custodial platform. Consulting – As an advisor, Forest Capital offers independent analysis of investment portfolios, generates investment ideas, and offers proprietary research directly to the client. The investment assets can remain on any custodial platform. Valuation – Because our of strong research background, we conduct private valuation work on closely-held businesses and assist clients who own stock options as part of their compensation. Forest Capital prefers to work with a client’s accountant and attorney, who are also fiduciary advisors. This approach enables us to better serve our clients by understanding the whole investment picture and implementing effective tax-advantaged investment and estate planning strategies.

Opening time

• Mondays: 08:00- 18:00
• Tuesdays: 08:00- 18:00
• Wednesdays: 08:00- 18:00
• Thursdays: 08:00- 18:00
• Fridays: 08:00- 18:00

Company Rating

135 FB users likes Forest Capital Corp., set it to 55 position in Likes Rating for Charlotte, North Carolina in Company category

Summary

Forest Capital Corp. is Charlotte based place and this enity listed in Financial Services category. Located at 2400 CrownPoint Executive Drive, Suite 200 NC 28227. Contact phone number of Forest Capital Corp.: (704) 608-3100