Also known as forest
Forest Capital Management is an independent investment adviser founded in 2014 that advises employers on 401(k) and 403(b) retirement plans. It reports about $2.4 billion in assets. The firm helps companies set up plans with suitable funds, fair fees and an employer match that fits the budget, reviews plans regularly to flag changes in fund performance or fees, and runs workshops, webinars and one-on-one help so employees understand how much to save. It acts as a co-fiduciary and formally shares responsibility for the investment advice it gives. Its leadership includes Brian Jessen as president and chief executive officer.
Public regulatory records matched to Forest Capital Management from SEC and IRS filings.
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Forest Capital Management is a wealth manager based in Naples, United States, managing approximately $2.4B in assets.
Forest Capital Management is headquartered in Naples, United States.
Forest Capital Management manages approximately $2.4B in assets under management.
Forest Capital Management was founded in 2014.
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