Our Story
Forest Capital’s predecessor was founded by David McClure, CPA/CFP/PFS and Julien Booth in 2003 to offer clients personalized investment management in a financial world increasingly dominated by packaged investment products as mutual funds and exchange traded funs (ETFs). 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 in a rapidly changing interest rate environment.
In June of 2024, Forest Capital added David McClure as Managing Officer and Chief Compliance Officer of the firm, and appointed Dimitri Triantafyllides, CFA as Chief Investment Officer and Portfolio Manager on all client accounts. Rounding out the team are Dana Coulter, Forest Capital’s business manager who was named Chief Administrative Officer, and Karen Wright who continues to serve as trade support and settlement, assisting Dana Coulter with client notifications and inquiries.