[vc_row el_id=”about”][vc_column][vc_empty_space][vc_empty_space][vc_empty_space][ultimate_heading sub_heading_color=”#000000″ alignment=”left” sub_heading_font_family=”font_family:Spectral SC|font_call:Spectral+SC” sub_heading_style=”font-weight:700;” sub_heading_font_size=”desktop:40px;” sub_heading_line_height=”desktop:45px;” main_heading_font_family=”font_family:Poppins|font_call:Poppins”]Portfolio Review[/ultimate_heading][ultimate_spacer height=”30″][vc_row_inner][vc_column_inner width=”1/2″ offset=”vc_hidden-sm vc_hidden-xs”][dt_vc_list dividers=”false”]Reflecting on your portfolio performance
- How well did your portfolio hold up during the latest market volatility?
- How was your advisor’s communication?
- What kind of fees are you paying?
[/dt_vc_list][ultimate_spacer height=”20″ height_on_tabs=”30″ height_on_tabs_portrait=”30″ height_on_mob_landscape=”30″ height_on_mob=”30″][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_hidden-sm vc_hidden-xs”][dt_vc_list dividers=”false”].
- Is your portfolio providing enough income to meet your needs?
- Is there a built-in duplication of risk? Is your portfolio truly balanced?
- Is your advisor a fiduciary / registered investment advisor?
[/dt_vc_list][/vc_column_inner][/vc_row_inner][vc_row_inner content_placement=”middle”][vc_column_inner width=”1/2″ offset=”vc_hidden-lg vc_hidden-md”][dt_vc_list dividers=”false”]Reflecting on your portfolio performance
- How well did your portfolio hold up during the latest market volatility?
- How was your advisor’s communication?
- What kind of fees are you paying?
- Is your portfolio providing enough income to meet your needs?
- Is there a built-in duplication of risk? Is your portfolio truly balanced?
- Is your advisor a fiduciary / registered investment advisor?
[/dt_vc_list][ultimate_spacer height=”” height_on_tabs=”30″ height_on_tabs_portrait=”30″ height_on_mob_landscape=”30″ height_on_mob=”30″][ult_buttons btn_title=”Contact Us” btn_link=”url:http%3A%2F%2Fforestcapital.net%2Fcontact%2F|title:Contact%20Us” btn_size=”ubtn-custom” btn_width=”155″ btn_height=”45″ btn_title_color=”#ffffff” btn_bg_color=”#026a4d” btn_hover=”ubtn-left-bg” btn_bg_color_hover=”#000000″ btn_title_color_hover=”#ffffff” icon_size=”32″ btn_icon_pos=”ubtn-sep-icon-at-left” btn_border_style=”solid” btn_border_size=”0″ btn_radius=”2″ btn_font_family=”font_family:Poppins|font_call:Poppins” btn_font_style=”font-weight:500;” btn_font_size=”desktop:16px;” btn_line_height=”desktop:20px;”][/vc_column_inner][/vc_row_inner][vc_empty_space][vc_empty_space][/vc_column][/vc_row][vc_row bg_type=”bg_color” bg_override=”full” bg_color_value=”#f5f5f5″][vc_column width=”1/12″][/vc_column][vc_column width=”5/6″][vc_empty_space][vc_empty_space][vc_empty_space][ultimate_heading sub_heading_color=”#000000″ alignment=”left” sub_heading_font_family=”font_family:Spectral SC|font_call:Spectral+SC” sub_heading_style=”font-weight:700;” sub_heading_font_size=”desktop:30px;” sub_heading_line_height=”desktop:40px;” main_heading_font_family=”font_family:Poppins|font_call:Poppins” margin_design_tab_text=””]Forest Capital’s portfolio review process provides a comprehensive assessment of your existing investment strategy[/ultimate_heading][ultimate_spacer height=”30″][ultimate_spacer height=”” height_on_tabs=”30″ height_on_tabs_portrait=”30″ height_on_mob_landscape=”30″ height_on_mob=”30″][vc_row_inner css=”.vc_custom_1663153144070{padding-right: 50px !important;padding-left: 50px !important;}”][vc_column_inner width=”1/2″][dt_vc_list dividers=”false”]
- Asset Allocation Strategies
- Manager Selection
- Cash Flow Analysis
- Alternative Investment Funds
- Retirement, Estate Planning
- Education Planning, Philanthropy plans
- Set and monitor goals
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- Tax efficiency, integrated financial life
- Customized financial plan vs pooled funds management
- Funding alternatives for short and long-term liquidity needs
- Succession Planning for investment plan for surviving spouse
[/dt_vc_list][ult_buttons btn_title=”Contact Us” btn_link=”url:http%3A%2F%2Fforestcapital.net%2Fcontact%2F” btn_size=”ubtn-custom” btn_width=”155″ btn_height=”45″ btn_padding_left=”15″ btn_title_color=”#ffffff” btn_bg_color=”#026a4d” btn_hover=”ubtn-left-bg” btn_bg_color_hover=”#000000″ icon_size=”32″ btn_icon_pos=”ubtn-sep-icon-at-left” btn_border_style=”solid” btn_border_size=”0″ btn_radius=”2″ btn_font_family=”font_family:Poppins|font_call:Poppins|variant:500″ btn_font_style=”font-weight:500;” btn_font_size=”desktop:16px;” btn_line_height=”desktop:20px;”][/vc_column_inner][/vc_row_inner][vc_empty_space][vc_empty_space][vc_empty_space][/vc_column][vc_column width=”1/12″][/vc_column][/vc_row][vc_row el_id=”about”][vc_column offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm vc_hidden-xs”][vc_empty_space][vc_empty_space][vc_empty_space][vc_row_inner content_placement=”middle”][vc_column_inner width=”1/2″ offset=”vc_hidden-sm vc_hidden-xs”][ultimate_spacer height=”0″ height_on_tabs=”0″ height_on_tabs_portrait=”25″ height_on_mob_landscape=”25″ height_on_mob=”25″][vc_single_image image=”117″ img_size=”full” alignment=”center” css_animation=”none”][/vc_column_inner][vc_column_inner width=”1/2″][ultimate_heading sub_heading_color=”#000000″ alignment=”left” sub_heading_font_family=”font_family:Spectral SC|font_call:Spectral+SC” sub_heading_style=”font-weight:700;” sub_heading_font_size=”desktop:40px;” sub_heading_line_height=”desktop:45px;” main_heading_font_family=”font_family:Poppins|font_call:Poppins”]Covid-19 Specific Topics & issues[/ultimate_heading][ultimate_spacer height=”30″][dt_vc_list dividers=”false”]Our Team Can Guide Clients Through Covid-19 Specific Topics & issues
- Have there been changes to your portfolio since the crisis began?
- Among your investments which companies will be the new winners and losers?
- Is your portfolio positioned for the companies that will come back or is it positioned
- for companies that have struggled through this crisis?
- Can all the companies in your portfolio find access to the needed liquidity for this business environment?
- What is the bond market telling you about growth opportunities in the future?
- How much of future earnings are promised to new or existing creditors?
- Will the public markets evolve or will they keep making the same mistakes?
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