Our Story
Forest Capital’s was founded in 2003 by the accounting firm McClure, CPA to offer clients personalized investment management in a financial world increasingly dominated by packaged investment products such as mutual funds and exchange traded funds (ETFs). Following a merger into a larger regional CPA firm and eventual spinoff, today Forest Capital is owned by its principal officers, David McClure who serves as Chief Operating Officer and Chief Compliance Officer, Dana Coulter who serves as Chief Administration Officer, and Dimitri Triantafyllides who serves as Chief Investment Officer and Portfolio Manager.
By investing in individual securities (stock and bonds), we seek to create customized client portfolios while minimizing transaction costs and fees associated with mutual funds and ETFs. Individual bond holdings allow us to manage duration risk for clients, which directly impacts portfolio volatility and performance in a rapidly changing interest rate environment.