We are updating our services
The firm’s new Officers are enhancing the services and offerings of Forest Capital through:
01
Enhancing personnel breadth and depth
The addition of David McClure, CPA/CFP/PFS and Dimitri Triantafyllides, CFA, brings on industry veterans with more than 30 years each of experience in their respective fields. Their professional designations are deep and should allow them to seamlessly offer their expertise to the management of the company and client portfolios. David and Dimitri have known each other since the early 1990s and have worked on projects together over the years since. They both earned a Master’s In Business Administration from the University of North Carolina at Charlotte.
02
Streamlined portfolio management and portfolio review
With the addition of the two new officers, the new team seeks to offer proactive account management to manage client liquidity needs, portfolio rebalancing, asset allocation, tax minimization and portfolio performance analysis.
03
Broadening of portfolio alternatives
While the firm has offered Balanced Portfolios to clients as well as its traditional Fixed Income portfolios, its equity securities have historically been concentrated in a handful of securities. Leveraging the experience of Dimitri Triantafyllides, CFA, the firm is now able to broaden its equity securities positions, reducing exposure to individual, concentrated holdings. This should provide reduced volatility to accounts with equity exposure, as well as an overall reduction in risk (unsystematic risk). Portfolios will be managed with sensitivity to client liquidity needs, risk tolerance and investment horizon.
04
Broadening product offering
With the addition of David McClure, the firm will now be able to offer guidance on strategic estate planning, strategic advisory, tax strategies, and general lifetime financial guidance. With the addition of Dimitri Triantafyllides, the firm will be able to offer private company valuation services to clients.
