Our service offerings
Forest Capital’s broad service offerings are tailored to clients’ needs
Personnel breadth and depth
David McClure, CPA/CFP/PFS and Dimitri Triantafyllides, CFA, are industry veterans with more than 30 years each of experience in their respective fields. Their professional designations are deep and 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.
Portfolio management and portfolio review
Forest Capital experienced professionals offer proactive account monitoring to manage client liquidity needs, portfolio rebalancing, asset allocation, tax minimization and portfolio performance analysis.
Broadening of portfolio alternatives
Leveraging the experience of Dimitri Triantafyllides, CFA, Forest Capital seeks to broaden its clients’ equity securities positions, reducing exposure to individual, concentrated holdings seeking to reduce volatility to accounts with equity exposure, as well as achieve an overall reduction in risk (unsystematic risk). Portfolios are always managed with sensitivity to client liquidity needs, risk tolerance and investment horizon.
Additional service offerings
Through the skillset of David McClure, Forest Capital can offer guidance on strategic estate planning, strategic advisory, tax strategies, and general lifetime financial planning. Through Dimitri Triantafyllides, the firm can offer private company valuation services to clients. The combination of these offerings together with the firm’s traditional investment management services can serve to guide clients through their investment lifecycle, from wealth accumulation, to monetization, to income generation all the way through to estate planning.
