ABOUT FORWARD CAPITAL MANAGEMENT, LLC

FCM was formed in 2007 with the express purpose of offering Independent Portfolio Management. Our goal from day one has been to operate in a conflict-free environment while providing excellent, risk-adjusted investment advice. Our services reflect the full scope of each client's finances: analysis of goals and objectives, ongoing monitoring of investments, estate planning, retirement planning, and many other esoteric aspects of personal finance. Because we are not tied to any one source for your needs, we can utilize many different relationships to help achieve each individual's goals and objectives.