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 cover the full scope of each client's finances: analysis of goals and objectives, monitoring of investments, estate planning, insurance needs, and many other esoteric aspects of personal finance. Because we are not tied to any one source for your needs, we are able to utilize many different relationships to help achieve each individual's goals and objectives.

We understand how to assist clients at or near retirement- how to best transition from the 'Accumulation' phase to the 'Distribution' phase. With interest rates near all-time lows, this can be a daunting challenge, especially for investors and advisers who do not understand risk. We employ some very specific disciplines to help you sleep at night and find the right risk/return balance. And we keep you in the loop the entire time. Paul Lobosco was a pioneer in the world of fee-based relationships. Commissions are, we believe, fraught with problems and conflicts.